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LS Investment Advisors’s Erie Indemnity ERIE Stock Holding History

LS Investment 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
2020
Q2 		– Sell
-166
Closed -$25K – 1661
2020
Q1 		$25K Sell
166
-785
-83% -$126K ﹤0.01% 1302
2019
Q4 		$158K Hold
951
– – 0.01% 912
2019
Q3 		$177K Hold
951
– – 0.01% 825
2019
Q2 		$242K Buy
+951
New +$197K 0.01% 694

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LS Investment Advisors's ERIE Position: Q2 2020 in Review

LS Investment Advisors sold out of Erie Indemnity (ERIE) in Q2 2020, closing a stake of 166 shares — an estimated $25K sold.

LS Investment Advisors first reported a position in ERIE in Q2 2019 and held it in 4 quarters. The position peaked at $242K in Q2 2019. 217 funds tracked by Wall St. Rank hold ERIE as of Q2 2020.

  • LS Investment Advisors reported no remaining Erie Indemnity position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 166 Erie Indemnity shares in Q2 2020, an estimated $25K.
  • LS Investment Advisors first reported a position in Erie Indemnity in Q2 2019 and held it in 4 quarters.
  • LS Investment Advisors's Erie Indemnity position peaked at $242K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.