KeyBank National Association’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-510	Closed	-$214K	–	1172
2025 Q1	$214K	Sell	510 -1,465	-74%	-$614K	﹤0.01%	1080
2024 Q4	$814K	Buy	1,975 +86	+5%	+$35.5K	﹤0.01%	614
2024 Q3	$1.02M	Hold	1,889	–	–	﹤0.01%	563
2024 Q2	$685K	Hold	1,889	–	–	﹤0.01%	633
2024 Q1	$759K	Sell	1,889 -125	-6%	-$50.2K	﹤0.01%	612
2023 Q4	$675K	Hold	2,014	–	–	﹤0.01%	638
2023 Q3	$592K	Hold	2,014	–	–	﹤0.01%	628
2023 Q2	$423K	Hold	2,014	–	–	﹤0.01%	766
2023 Q1	$467K	Hold	2,014	–	–	﹤0.01%	727
2022 Q4	$501K	Buy	2,014 +454	+29%	+$113K	﹤0.01%	694
2022 Q3	$347K	Hold	1,560	–	–	﹤0.01%	788
2022 Q2	$300K	Buy	1,560 +10	+0.6%	+$1.92K	﹤0.01%	880
2022 Q1	$273K	Hold	1,550	–	–	﹤0.01%	944
2021 Q4	$299K	Hold	1,550	–	–	﹤0.01%	943
2021 Q3	$277K	Hold	1,550	–	–	﹤0.01%	960
2021 Q2	$300K	Hold	1,550	–	–	﹤0.01%	942
2021 Q1	$342K	Hold	1,550	–	–	﹤0.01%	891
2020 Q4	$381K	Hold	1,550	–	–	﹤0.01%	839
2020 Q3	$326K	Sell	1,550 -100	-6%	-$21K	﹤0.01%	816
2020 Q2	$317K	Hold	1,650	–	–	﹤0.01%	796
2020 Q1	$245K	Hold	1,650	–	–	﹤0.01%	811
2019 Q4	$274K	Hold	1,650	–	–	﹤0.01%	888
2019 Q3	$306K	Hold	1,650	–	–	﹤0.01%	831
2019 Q2	$420K	Hold	1,650	–	–	﹤0.01%	785
2019 Q1	$295K	Hold	1,650	–	–	﹤0.01%	825
2018 Q4	$220K	Hold	1,650	–	–	﹤0.01%	870
2018 Q3	$210K	Buy	+1,650	New	+$210K	﹤0.01%	996
2018 Q1	–	Sell	-1,650	Closed	-$201K	–	1062
2017 Q4	$201K	Buy	+1,650	New	+$201K	﹤0.01%	988
2017 Q3	–	Sell	-1,650	Closed	-$206K	–	1106
2017 Q2	$206K	Hold	1,650	–	–	﹤0.01%	1052
2017 Q1	$202K	Buy	+1,650	New	+$202K	﹤0.01%	1086