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 $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
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