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Kapitalo Investimentos’s Erie Indemnity ERIE Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-221
Closed -$64.9K – 588
2023
Q3 		$64.9K Sell
221
-603
-73% -$156K 0.01% 457
2023
Q2 		$173K Buy
+824
New +$184K 0.03% 269

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kapitalo Investimentos's ERIE Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Erie Indemnity (ERIE) in Q4 2023, closing a stake of 221 shares — an estimated $64.9K sold.

Kapitalo Investimentos first reported a position in ERIE in Q2 2023 and held it in 2 quarters. The position peaked at $173K in Q2 2023. 298 funds tracked by Wall St. Rank hold ERIE as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Erie Indemnity position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 221 Erie Indemnity shares in Q4 2023, an estimated $64.9K.
  • Kapitalo Investimentos first reported a position in Erie Indemnity in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Erie Indemnity position peaked at $173K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.