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Jupiter Investment Management’s Erie Indemnity ERIE Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-8,118
Closed -$1.35M – 408
2019
Q4 		$1.35M Hold
8,118
– – 0.02% 306
2019
Q3 		$1.51M Buy
+8,118
New +$1.84M 0.02% 328

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's ERIE Position: Q1 2020 in Review

Jupiter Investment Management sold out of Erie Indemnity (ERIE) in Q1 2020, closing a stake of 8,118 shares — an estimated $1.35M sold.

Jupiter Investment Management first reported a position in ERIE in Q3 2019 and held it in 2 quarters. The position peaked at $1.51M in Q3 2019. 208 funds tracked by Wall St. Rank hold ERIE as of Q1 2020.

  • Jupiter Investment Management reported no remaining Erie Indemnity position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 8,118 Erie Indemnity shares in Q1 2020, an estimated $1.35M.
  • Jupiter Investment Management first reported a position in Erie Indemnity in Q3 2019 and held it in 2 quarters.
  • Jupiter Investment Management's Erie Indemnity position peaked at $1.51M in Q3 2019.
  • 208 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.