Loomis, Sayles & Company
ERIE icon

Loomis, Sayles & Company’s Erie Indemnity ERIE Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-15
Closed -$3K – 941
2023
Q2 		$3K Hold
15
– – ﹤0.01% 911
2023
Q1 		$3K Buy
+15
New +$3.59K ﹤0.01% 921

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Loomis, Sayles & Company's ERIE Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Erie Indemnity (ERIE) in Q3 2023, closing a stake of 15 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in ERIE in Q1 2023 and held it in 2 quarters. The position peaked at $3K in Q2 2023. 301 funds tracked by Wall St. Rank hold ERIE as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Erie Indemnity position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 15 Erie Indemnity shares in Q3 2023, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Erie Indemnity in Q1 2023 and held it in 2 quarters.
  • Loomis, Sayles & Company's Erie Indemnity position peaked at $3K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.