MAI Capital Management’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.36M	Buy	29,279 +48	+0.2%	+$12.9K	0.04%	335
2025 Q4	$8.38M	Buy	29,231 +492	+2%	+$147K	0.05%	305
2025 Q3	$9.14M	Sell	28,739 -22	-0.1%	-$7.6K	0.06%	274
2025 Q2	$9.97M	Buy	28,761 +39	+0.1%	+$14.5K	0.07%	225
2025 Q1	$12M	Hold	28,722	–	–	0.09%	193
2024 Q4	$11.8M	Buy	28,722 +27,199	+1,786%	+$12.2M	0.09%	192
2024 Q3	$822K	Sell	1,523 -2,808	-65%	-$1.28M	0.01%	609
2024 Q2	$1.57M	Sell	4,331 -44	-1%	-$16.7K	0.02%	468
2024 Q1	$1.76M	Buy	4,375 +21	+0.5%	+$7.73K	0.02%	430
2023 Q4	$1.46M	Buy	4,354 +3,440	+376%	+$1.03M	0.02%	387
2023 Q3	$269K	Buy	+914	New	+$236K	﹤0.01%	857
2022 Q4	–	Sell	-42,514	Closed	-$9.45M	–	1039
2022 Q3	$9.45M	Sell	42,514 -7	-0%	-$1.47K	0.18%	119
2022 Q2	$8.17M	Hold	42,521	–	–	0.16%	122
2022 Q1	$7.49M	Sell	42,521 -5	-0%	-$898	0.13%	138
2021 Q4	$8.19M	Sell	42,526 -509	-1%	-$102K	0.13%	132
2021 Q3	$7.68M	Buy	43,035 +16	+0%	+$2.89K	0.15%	119
2021 Q2	$8.32M	Buy	+43,019	New	+$8.87M	0.17%	118