Neuberger Berman Group’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,880
| Closed | -$539K | – | 2191 |
|
|
2025
Q4 | $539K | Buy |
1,880
+151
| +9% | +$45.1K | ﹤0.01% | 1605 |
|
|
2025
Q3 | $550K | Buy |
1,729
+300
| +21% | +$104K | ﹤0.01% | 1564 |
|
|
2025
Q2 | $496K | Buy |
1,429
+11
| +0.8% | +$4.08K | ﹤0.01% | 1573 |
|
|
2025
Q1 | $594K | Hold |
1,418
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q4 | $585K | Buy |
1,418
+2
| +0.1% | +$895 | ﹤0.01% | 1484 |
|
|
2024
Q3 | $764K | Sell |
1,416
-5
| -0.4% | -$2.28K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $515K | Sell |
1,421
-2
| -0.1% | -$760 | ﹤0.01% | 1481 |
|
|
2024
Q1 | $571K | Sell |
1,423
-72
| -5% | -$26.5K | ﹤0.01% | 1459 |
|
|
2023
Q4 | $501K | Sell |
1,495
-59
| -4% | -$17.7K | ﹤0.01% | 1485 |
|
|
2023
Q3 | $457K | Sell |
1,554
-8
| -0.5% | -$2.07K | ﹤0.01% | 1476 |
|
|
2023
Q2 | $328K | Sell |
1,562
-18
| -1% | -$4.02K | ﹤0.01% | 1564 |
|
|
2023
Q1 | $366K | Buy |
1,580
+12
| +0.8% | +$2.87K | ﹤0.01% | 1542 |
|
|
2022
Q4 | $390K | Buy |
1,568
+170
| +12% | +$43.7K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $311K | Hold |
1,398
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q2 | $269K | Hold |
1,398
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q1 | $246K | Buy |
1,398
+20
| +1% | +$3.59K | ﹤0.01% | 1749 |
|
|
2021
Q4 | $264K | Buy |
+1,378
| New | +$277K | ﹤0.01% | 1761 |
|
|
2019
Q1 | – | Sell |
-2,233
| Closed | -$298K | – | 1550 |
|
|
2018
Q4 | $298K | Hold |
2,233
| – | – | ﹤0.01% | 1363 |
|
|
2018
Q3 | $285K | Sell |
2,233
-187
| -8% | -$23.2K | ﹤0.01% | 1447 |
|
|
2018
Q2 | $284K | Hold |
2,420
| – | – | ﹤0.01% | 1535 |
|
|
2018
Q1 | $285K | Sell |
2,420
-21
| -0.9% | -$2.44K | ﹤0.01% | 1494 |
|
|
2017
Q4 | $297K | Buy |
+2,441
| New | +$296K | ﹤0.01% | 1548 |
|
Other funds holding ERIE
VCM
VPM