JWM
ERIE icon

Jackson Wealth Management’s Erie Indemnity ERIE Stock Holding History

Jackson Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50,000
Closed -$8.81M – 102
2022
Q1 		$8.81M Buy
+50,000
New +$8.98M 1.22% 25
2020
Q4 		– Sell
-2,000
Closed -$421K – 129
2020
Q3 		$421K Hold
2,000
– – 0.06% 113
2020
Q2 		$384K Buy
+2,000
New +$352K 0.07% 116
2020
Q1 		– Sell
-2,500
Closed -$420K – 116
2019
Q4 		$420K Buy
+2,500
New +$441K 0.07% 138
2019
Q3 		– Sell
-86,000
Closed -$22.8M – 128
2019
Q2 		$22.8M Buy
86,000
+53,000
+161% +$11M 4.96% 5
2019
Q1 		$5.89M Buy
33,000
+22,000
+200% +$3.53M 1.44% 21
2018
Q4 		$1.46M Buy
+11,000
New +$1.43M 0.44% 61

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UBS AM
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First Trust Advisors
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APG Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return