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Journey Strategic Wealth’s Erie Indemnity ERIE Stock Holding History

Journey Strategic Wealth’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
2025
Q1 		– Sell
-685
Closed -$282K – 515
2024
Q4 		$282K Buy
685
+31
+5% +$13.9K 0.01% 347
2024
Q3 		$353K Buy
654
+88
+16% +$40.1K 0.01% 293
2024
Q2 		$205K Buy
566
+15
+3% +$5.7K 0.01% 363
2024
Q1 		$221K Buy
+551
New +$203K 0.01% 254

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Journey Strategic Wealth's ERIE Position: Q1 2025 in Review

Journey Strategic Wealth sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 685 shares — an estimated $282K sold.

Journey Strategic Wealth first reported a position in ERIE in Q1 2024 and held it in 4 quarters. The position peaked at $353K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Journey Strategic Wealth reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 685 Erie Indemnity shares in Q1 2025, an estimated $282K.
  • Journey Strategic Wealth first reported a position in Erie Indemnity in Q1 2024 and held it in 4 quarters.
  • Journey Strategic Wealth's Erie Indemnity position peaked at $353K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.