Jupiter Asset Management’s Erie Indemnity ERIE Stock Holding History

Jupiter Asset 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
2025 Q1	–	Sell	-871	Closed	-$359K	–	460
2024 Q4	$359K	Buy	+871	New	+$390K	﹤0.01%	366
2023 Q3	–	Sell	-10,589	Closed	-$2.22M	–	512
2023 Q2	$2.22M	Buy	+10,589	New	+$2.36M	0.02%	370
2022 Q4	–	Sell	-18,989	Closed	-$4.22M	–	495
2022 Q3	$4.22M	Buy	+18,989	New	+$4M	0.07%	255

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Asset Management's ERIE Position: Q1 2025 in Review

Jupiter Asset Management sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 871 shares — an estimated $359K sold.

Jupiter Asset Management first reported a position in ERIE in Q3 2022 and held it in 3 quarters. The position peaked at $4.22M in Q3 2022. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

Jupiter Asset Management reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 871 Erie Indemnity shares in Q1 2025, an estimated $359K.
Jupiter Asset Management first reported a position in Erie Indemnity in Q3 2022 and held it in 3 quarters.
Jupiter Asset Management's Erie Indemnity position peaked at $4.22M in Q3 2022.
414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.