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Northwest Investment Counselors’s Erie Indemnity ERIE Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$17.8K Buy
+33
New +$15K ﹤0.01% 364
2024
Q2 		– Sell
-33
Closed -$13.3K – 249
2024
Q1 		$13.3K Buy
+33
New +$12.1K ﹤0.01% 354
2023
Q4 		– Sell
-33
Closed -$9.7K – 250
2023
Q3 		$9.7K Hold
33
– – ﹤0.01% 384
2023
Q2 		$6.93K Hold
33
– – ﹤0.01% 422
2023
Q1 		$7.64K Hold
33
– – ﹤0.01% 424
2022
Q4 		$8.21K Buy
+33
New +$8.49K ﹤0.01% 417

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Investment Counselors's ERIE Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Erie Indemnity (ERIE) in Q3 2024: 33 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in ERIE as recently as Q1 2024.

Northwest Investment Counselors first reported a position in ERIE in Q4 2022 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Northwest Investment Counselors held 33 shares of Erie Indemnity worth $17.8K as of Q3 2024.
  • Erie Indemnity was a new Northwest Investment Counselors position in Q3 2024.
  • Erie Indemnity made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #364 holding.
  • Northwest Investment Counselors first reported a position in Erie Indemnity in Q4 2022 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.