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JWM
Janiczek Wealth Management’s
Erie Indemnity
ERIE
Stock Holding History
Janiczek Wealth Management’s Portfolio
ERIE Stock Details
ERIE Fund Activity
Bought
Maintained
Sold
Shares
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
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State Street
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$2.9T AUM
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1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Invesco
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$1.02T AUM
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1-Year Est. Return
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$481B AUM
26.39%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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