MAI Capital Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
28,761
+39
| +0.1% | +$13.5K | 0.07% | 225 |
|
|
2025
Q1 | $12M | Hold |
28,722
| – | – | 0.09% | 193 |
|
|
2024
Q4 | $11.8M | Buy |
28,722
+27,199
| +1,786% | +$11.2M | 0.09% | 192 |
|
|
2024
Q3 | $822K | Sell |
1,523
-2,808
| -65% | -$1.52M | 0.01% | 589 |
|
|
2024
Q2 | $1.57M | Sell |
4,331
-44
| -1% | -$15.9K | 0.02% | 457 |
|
|
2024
Q1 | $1.76M | Buy |
4,375
+21
| +0.5% | +$8.43K | 0.02% | 420 |
|
|
2023
Q4 | $1.46M | Buy |
4,354
+3,440
| +376% | +$1.15M | 0.02% | 379 |
|
|
2023
Q3 | $269K | Buy |
+914
| New | +$269K | ﹤0.01% | 839 |
|
|
2022
Q4 | – | Sell |
-42,514
| Closed | -$9.45M | – | 1005 |
|
|
2022
Q3 | $9.45M | Sell |
42,514
-7
| -0% | -$1.56K | 0.18% | 119 |
|
|
2022
Q2 | $8.17M | Hold |
42,521
| – | – | 0.16% | 121 |
|
|
2022
Q1 | $7.49M | Sell |
42,521
-5
| -0% | -$881 | 0.13% | 136 |
|
|
2021
Q4 | $8.19M | Sell |
42,526
-509
| -1% | -$98.1K | 0.13% | 131 |
|
|
2021
Q3 | $7.68M | Buy |
43,035
+16
| +0% | +$2.86K | 0.15% | 118 |
|
|
2021
Q2 | $8.32M | Buy |
+43,019
| New | +$8.32M | 0.17% | 117 |
|