MWNA
ERIE icon

Marshall Wace North America’s Erie Indemnity ERIE Stock Holding History

Marshall Wace North America’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
2021
Q3 		$510K Buy
+2,865
New +$518K ﹤0.01% 1111
2021
Q2 		– Sell
-1,585
Closed -$350K – 1541
2021
Q1 		$350K Buy
+1,585
New +$385K ﹤0.01% 1279
2020
Q4 		– Sell
-4,935
Closed -$1.04M – 1380
2020
Q3 		$1.04M Buy
+4,935
New +$1.04M 0.01% 793
2019
Q4 		– Sell
-4,381
Closed -$814K – 1368
2019
Q3 		$814K Buy
+4,381
New +$995K ﹤0.01% 733
2018
Q2 		– Sell
-11,896
Closed -$1.4M – 1470
2018
Q1 		$1.4M Buy
11,896
+3,160
+36% +$368K 0.01% 913
2017
Q4 		$1.06M Buy
+8,736
New +$1.06M 0.01% 979

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return