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Nebula Research & Development’s Erie Indemnity ERIE Stock Holding History

Nebula Research & Development’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
2023
Q3 		– Sell
-2,987
Closed -$627K – 548
2023
Q2 		$627K Buy
2,987
+1,605
+116% +$358K 0.48% 54
2023
Q1 		$320K Buy
+1,382
New +$330K 0.57% 63

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nebula Research & Development's ERIE Position: Q3 2023 in Review

Nebula Research & Development sold out of Erie Indemnity (ERIE) in Q3 2023, closing a stake of 2,987 shares — an estimated $627K sold.

Nebula Research & Development first reported a position in ERIE in Q1 2023 and held it in 2 quarters. The position peaked at $627K in Q2 2023. 301 funds tracked by Wall St. Rank hold ERIE as of Q3 2023.

  • Nebula Research & Development reported no remaining Erie Indemnity position as of Q3 2023 after selling out during the quarter.
  • Nebula Research & Development sold 2,987 Erie Indemnity shares in Q3 2023, an estimated $627K.
  • Nebula Research & Development first reported a position in Erie Indemnity in Q1 2023 and held it in 2 quarters.
  • Nebula Research & Development's Erie Indemnity position peaked at $627K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2023.

Based on Nebula Research & Development's 13F filing for Q3 2023, filed 14 Nov 2023.