MA
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MUFG Americas’s Erie Indemnity ERIE Stock Holding History

MUFG Americas’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 		– Sell
-75
Closed -$15K – 847
2021
Q2 		$15K Hold
75
– – ﹤0.01% 589
2021
Q1 		$17K Hold
75
– – ﹤0.01% 591
2020
Q4 		$18K Hold
75
– – ﹤0.01% 596
2020
Q3 		$16K Hold
75
– – ﹤0.01% 581
2020
Q2 		$14K Sell
75
-55
-42% -$9.68K ﹤0.01% 611
2020
Q1 		$19K Hold
130
– – ﹤0.01% 593
2019
Q4 		$22K Hold
130
– – ﹤0.01% 633
2019
Q3 		$24K Sell
130
-150
-54% -$34.1K ﹤0.01% 620
2019
Q2 		$71K Sell
280
-20
-7% -$4.14K ﹤0.01% 494
2019
Q1 		$54K Buy
+300
New +$48.2K ﹤0.01% 502

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MUFG Americas's ERIE Position: Q3 2021 in Review

MUFG Americas sold out of Erie Indemnity (ERIE) in Q3 2021, closing a stake of 75 shares — an estimated $15K sold.

MUFG Americas first reported a position in ERIE in Q1 2019 and held it in 10 quarters. The position peaked at $71K in Q2 2019. 226 funds tracked by Wall St. Rank hold ERIE as of Q3 2021.

  • MUFG Americas reported no remaining Erie Indemnity position as of Q3 2021 after selling out during the quarter.
  • MUFG Americas sold 75 Erie Indemnity shares in Q3 2021, an estimated $15K.
  • MUFG Americas first reported a position in Erie Indemnity in Q1 2019 and held it in 10 quarters.
  • MUFG Americas's Erie Indemnity position peaked at $71K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2021.

Based on MUFG Americas's 13F filing for Q3 2021, filed 5 Nov 2021.