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LGT Financial Advisors’s Erie Indemnity ERIE Stock Holding History

LGT Financial Advisors’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
-28
Closed -$11.5K – 438
2024
Q4 		$11.5K Hold
28
– – 0.03% 411
2024
Q3 		$15.1K Hold
28
– – 0.04% 340
2024
Q2 		$10.1K Hold
28
– – 0.02% 471
2024
Q1 		$11.2K Hold
28
– – 0.01% 473
2023
Q4 		$9.38K Sell
28
-2
-7% -$601 0.01% 501
2023
Q3 		$8.81K Buy
+30
New +$7.76K 0.01% 504

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's ERIE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 28 shares — an estimated $11.5K sold.

LGT Financial Advisors first reported a position in ERIE in Q3 2023 and held it in 6 quarters. The position peaked at $15.1K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 28 Erie Indemnity shares in Q1 2025, an estimated $11.5K.
  • LGT Financial Advisors first reported a position in Erie Indemnity in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Erie Indemnity position peaked at $15.1K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.