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Murray Stahl’s Erie Indemnity ERIE Stock Holding History

Murray Stahl’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
2020
Q3 		– Sell
-1,067
Closed -$205K – 377
2020
Q2 		$205K Buy
+1,067
New +$188K 0.01% 345
2020
Q1 		– Sell
-1,685
Closed -$280K – 415
2019
Q4 		$280K Buy
1,685
+164
+11% +$29K 0.01% 407
2019
Q3 		$282K Buy
1,521
+243
+19% +$55.2K 0.01% 416
2019
Q2 		$325K Sell
1,278
-713
-36% -$147K 0.01% 345
2019
Q1 		$355K Buy
+1,991
New +$320K 0.01% 319

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 $3.37T AUM 44.26% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Murray Stahl's ERIE Position: Q3 2020 in Review

Murray Stahl sold out of Erie Indemnity (ERIE) in Q3 2020, closing a stake of 1,067 shares — an estimated $205K sold.

Murray Stahl first reported a position in ERIE in Q1 2019 and held it in 5 quarters. The position peaked at $355K in Q1 2019. 232 funds tracked by Wall St. Rank hold ERIE as of Q3 2020.

  • Murray Stahl reported no remaining Erie Indemnity position as of Q3 2020 after selling out during the quarter.
  • Murray Stahl sold 1,067 Erie Indemnity shares in Q3 2020, an estimated $205K.
  • Murray Stahl first reported a position in Erie Indemnity in Q1 2019 and held it in 5 quarters.
  • Murray Stahl's Erie Indemnity position peaked at $355K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.