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Mirabella Financial Services’s Erie Indemnity ERIE Stock Holding History

Mirabella Financial Services’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
2024
Q1 		– Sell
-10,729
Closed -$3.59M – 572
2023
Q4 		$3.59M Buy
10,729
+8,069
+303% +$2.42M 0.48% 57
2023
Q3 		$781K Sell
2,660
-16,690
-86% -$4.32M 0.11% 178
2023
Q2 		$4.06M Buy
+19,350
New +$4.32M 0.45% 71
2022
Q3 		– Sell
-3,212
Closed -$617K – 401
2022
Q2 		$617K Buy
+3,212
New +$559K 0.06% 218

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirabella Financial Services's ERIE Position: Q1 2024 in Review

Mirabella Financial Services sold out of Erie Indemnity (ERIE) in Q1 2024, closing a stake of 10,729 shares — an estimated $3.59M sold.

Mirabella Financial Services first reported a position in ERIE in Q2 2022 and held it in 4 quarters. The position peaked at $4.06M in Q2 2023. 317 funds tracked by Wall St. Rank hold ERIE as of Q1 2024.

  • Mirabella Financial Services reported no remaining Erie Indemnity position as of Q1 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 10,729 Erie Indemnity shares in Q1 2024, an estimated $3.59M.
  • Mirabella Financial Services first reported a position in Erie Indemnity in Q2 2022 and held it in 4 quarters.
  • Mirabella Financial Services's Erie Indemnity position peaked at $4.06M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.