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Laidlaw Wealth Management’s Erie Indemnity ERIE Stock Holding History

Laidlaw Wealth 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
2024
Q4 		– Sell
-466
Closed -$252K – 186
2024
Q3 		$252K Buy
+466
New +$212K 0.12% 147

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BlackRock
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State Street
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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laidlaw Wealth Management's ERIE Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 466 shares — an estimated $252K sold.

Laidlaw Wealth Management first reported a position in ERIE in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 466 Erie Indemnity shares in Q4 2024, an estimated $252K.
  • Laidlaw Wealth Management first reported a position in Erie Indemnity in Q3 2024 and held it in 1 quarter.
  • Laidlaw Wealth Management's Erie Indemnity position peaked at $252K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.