Lindbrook Capital’s Erie Indemnity ERIE Stock Holding History

Lindbrook Capital’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	$3.35K	Buy	8 +1	+14%	+$408	﹤0.01%	2115
2024 Q4	$2.89K	Sell	7 -1	-13%	-$448	﹤0.01%	2194
2024 Q3	$4.32K	Buy	8 +1	+14%	+$455	﹤0.01%	2069
2024 Q2	$2.54K	Hold	7	–	–	﹤0.01%	2271
2024 Q1	$2.81K	Hold	7	–	–	﹤0.01%	2123
2023 Q4	$2.34K	Sell	7 -1	-13%	-$300	﹤0.01%	2209
2023 Q3	$2.35K	Buy	8 +5	+167%	+$1.29K	﹤0.01%	2065
2023 Q2	$630	Sell	3 -7	-70%	-$1.56K	﹤0.01%	2461
2023 Q1	$2.32K	Buy	10 +6	+150%	+$1.44K	﹤0.01%	2182
2022 Q4	$995	Buy	4 +2	+100%	+$515	﹤0.01%	2470
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2698
2022 Q2	$0	Sell	2 -10	-83%	-$1.74K	﹤0.01%	2557
2022 Q1	$2K	Buy	12 +10	+500%	+$1.8K	﹤0.01%	1979
2021 Q4	$0	Sell	2 -1	-33%	-$201	﹤0.01%	2110
2021 Q3	$1K	Buy	+3	New	+$543	﹤0.01%	1703
2021 Q2	–	Sell	-3	Closed	-$1K	–	1934
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	1705
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1604
2020 Q3	$1K	Buy	+3	New	+$630	﹤0.01%	1540
2019 Q4	–	Sell	-6	Closed	-$1K	–	1513
2019 Q3	$1K	Buy	+6	New	+$1.36K	﹤0.01%	1347

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's ERIE Position: Q1 2025 in Review

Lindbrook Capital increased its Erie Indemnity (ERIE) stake by 14% in Q1 2025, buying an estimated $408 and bringing the position to 8 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Lindbrook Capital first reported a position in ERIE in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.32K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

Lindbrook Capital held 8 shares of Erie Indemnity worth $3.35K as of Q1 2025.
Lindbrook Capital bought 1 Erie Indemnity share in Q1 2025, an estimated $408.
Erie Indemnity made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2115 holding.
Lindbrook Capital first reported a position in Erie Indemnity in Q3 2019 and has held it in 19 quarters since.
Lindbrook Capital's Erie Indemnity position peaked at $4.32K in Q3 2024.
414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.