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Money Concepts Capital’s Erie Indemnity ERIE Stock Holding History

Money Concepts Capital’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
2022
Q2 		– Sell
-247
Closed -$44K – 1775
2022
Q1 		$44K Buy
+247
New +$44.4K ﹤0.01% 1287

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 $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Money Concepts Capital's ERIE Position: Q2 2022 in Review

Money Concepts Capital sold out of Erie Indemnity (ERIE) in Q2 2022, closing a stake of 247 shares — an estimated $44K sold.

Money Concepts Capital first reported a position in ERIE in Q1 2022 and held it in 1 quarter. The position peaked at $44K in Q1 2022. 238 funds tracked by Wall St. Rank hold ERIE as of Q2 2022.

  • Money Concepts Capital reported no remaining Erie Indemnity position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 247 Erie Indemnity shares in Q2 2022, an estimated $44K.
  • Money Concepts Capital first reported a position in Erie Indemnity in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's Erie Indemnity position peaked at $44K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.