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Janiczek Wealth Management’s Erie Indemnity ERIE Stock Holding History

Janiczek 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
2024
Q2 		$104K Sell
288
-16
-5% -$6.08K 0.02% 268
2024
Q1 		$122K Buy
304
+69
+29% +$25.4K 0.03% 259
2023
Q4 		$78.7K Buy
235
+20
+9% +$6.01K 0.02% 314
2023
Q3 		$63.2K Sell
215
-21
-9% -$5.43K 0.02% 332
2023
Q2 		$49.6K Sell
236
-11
-4% -$2.46K 0.01% 321
2023
Q1 		$57.2K Buy
247
+8
+3% +$1.91K 0.02% 298
2022
Q4 		$59.4K Buy
239
+4
+2% +$1.03K 0.02% 290
2022
Q3 		$56K Buy
235
+62
+36% +$13.1K 0.02% 288
2022
Q2 		$35K Sell
173
-50
-22% -$8.7K 0.01% 360
2022
Q1 		$39K Buy
223
+71
+47% +$12.8K 0.01% 343
2021
Q4 		$29K Buy
152
+32
+27% +$6.43K 0.01% 418
2021
Q3 		$21K Buy
120
+101
+532% +$18.3K 0.01% 446
2021
Q2 		$4K Sell
19
-108
-85% -$22.3K ﹤0.01% 688
2021
Q1 		$28K Buy
127
+3
+2% +$728 0.01% 337
2020
Q4 		$30K Buy
124
+103
+490% +$24K 0.01% 279
2020
Q3 		$4K Buy
+21
New +$4.41K ﹤0.01% 375

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janiczek Wealth Management's ERIE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Erie Indemnity (ERIE) stake by 5.3% in Q2 2024, selling an estimated $6.08K and leaving 288 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #268.

Janiczek Wealth Management first reported a position in ERIE in Q3 2020 and has held it in 16 quarters since. The position peaked at $122K in Q1 2024. 310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • Janiczek Wealth Management held 288 shares of Erie Indemnity worth $104K as of Q2 2024.
  • Janiczek Wealth Management sold 16 Erie Indemnity shares in Q2 2024, an estimated $6.08K.
  • Erie Indemnity made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #268 holding.
  • Janiczek Wealth Management first reported a position in Erie Indemnity in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Erie Indemnity position peaked at $122K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.