Janney Montgomery Scott’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.7M | Buy |
26,667
+8,846
| +50% | +$2.37M | 0.02% | 724 |
|
|
2025
Q4 | $5.11M | Sell |
17,821
-2,767
| -13% | -$826K | 0.01% | 900 |
|
|
2025
Q3 | $6.55M | Sell |
20,588
-243
| -1% | -$83.9K | 0.02% | 765 |
|
|
2025
Q2 | $7.22M | Sell |
20,831
-1,316
| -6% | -$488K | 0.02% | 673 |
|
|
2025
Q1 | $9.28M | Buy |
22,147
+19,337
| +688% | +$7.89M | 0.03% | 556 |
|
|
2024
Q4 | $1.16M | Sell |
2,810
-11
| -0.4% | -$4.92K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $1.52M | Buy |
2,821
+63
| +2% | +$28.7K | ﹤0.01% | 1294 |
|
|
2024
Q2 | $999K | Buy |
2,758
+92
| +3% | +$35K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $1.07M | Buy |
2,666
+405
| +18% | +$149K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $757K | Hold |
2,261
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q3 | $664K | Sell |
2,261
-103
| -4% | -$26.6K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $496K | Sell |
2,364
-1,808
| -43% | -$404K | ﹤0.01% | 1869 |
|
|
2023
Q1 | $966K | Hold |
4,172
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q4 | $1.04M | Buy |
4,172
+2,177
| +109% | +$560K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $444K | Hold |
1,995
| – | – | ﹤0.01% | 1773 |
|
|
2022
Q2 | $380K | Sell |
1,995
-94
| -4% | -$16.3K | ﹤0.01% | 1764 |
|
|
2022
Q1 | $368K | Sell |
2,089
-276
| -12% | -$49.6K | ﹤0.01% | 1789 |
|
|
2021
Q4 | $456K | Hold |
2,365
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q3 | $422K | Hold |
2,365
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q2 | $457K | Buy |
2,365
+838
| +55% | +$173K | ﹤0.01% | 1690 |
|
|
2021
Q1 | $337K | Buy |
1,527
+165
| +12% | +$40.1K | ﹤0.01% | 1799 |
|
|
2020
Q4 | $335K | Buy |
1,362
+165
| +14% | +$38.5K | ﹤0.01% | 1817 |
|
|
2020
Q3 | $252K | Buy |
1,197
+135
| +13% | +$28.3K | ﹤0.01% | 1792 |
|
|
2020
Q2 | $204K | Buy |
+1,062
| New | +$187K | ﹤0.01% | 1824 |
|
|
2019
Q4 | – | Sell |
-1,495
| Closed | -$278K | – | 2085 |
|
|
2019
Q3 | $278K | Sell |
1,495
-390
| -21% | -$88.6K | ﹤0.01% | 1731 |
|
|
2019
Q2 | $479K | Sell |
1,885
-3,892
| -67% | -$805K | ﹤0.01% | 1455 |
|
|
2019
Q1 | $1.03M | Buy |
5,777
+334
| +6% | +$53.6K | 0.01% | 1004 |
|
|
2018
Q4 | $726K | Buy |
5,443
+237
| +5% | +$30.7K | 0.01% | 1095 |
|
|
2018
Q3 | $664K | Buy |
5,206
+1
| +0% | +$124 | 0.01% | 1288 |
|
|
2018
Q2 | $610K | Buy |
5,205
+200
| +4% | +$23.2K | 0.01% | 1283 |
|
|
2018
Q1 | $589K | Buy |
5,005
+1
| +0% | +$116 | 0.01% | 1235 |
|
|
2017
Q4 | $610K | Buy |
5,004
+570
| +13% | +$69.1K | 0.01% | 1203 |
|
|
2017
Q3 | $535K | Buy |
4,434
+1
| +0% | +$122 | 0.01% | 1225 |
|
|
2017
Q2 | $554K | Buy |
4,433
+153
| +4% | +$18.5K | 0.01% | 1132 |
|
|
2017
Q1 | $525K | Buy |
4,280
+446
| +12% | +$51.9K | 0.01% | 1137 |
|
|
2016
Q4 | $431K | Buy |
3,834
+51
| +1% | +$5.42K | 0.01% | 1144 |
|
|
2016
Q3 | $386K | Buy |
+3,783
| New | +$376K | 0.01% | 1080 |
|
|
2016
Q2 | – | Sell |
-3,731
| Closed | -$347K | – | 815 |
|
|
2016
Q1 | $347K | Hold |
3,731
| – | – | 0.01% | 901 |
|
|
2015
Q4 | $357K | Hold |
3,731
| – | – | 0.01% | 967 |
|
|
2015
Q3 | $309K | Buy |
3,731
+380
| +11% | +$31.6K | 0.01% | 1045 |
|
|
2015
Q2 | $275K | Buy |
+3,351
| New | +$277K | 0.01% | 1554 |
|
Other funds holding ERIE
VCM
VPM
