Occudo Quantitative Strategies’s Erie Indemnity ERIE Stock Holding History

Occudo Quantitative Strategies’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
2026 Q2	$906K	Sell	3,778 -4,048	-52%	-$928K	0.05%	398
2026 Q1	$1.71M	Sell	7,826 -3,366	-30%	-$904K	0.09%	296
2025 Q4	$3.21M	Buy	+11,192	New	+$3.34M	0.21%	145
2024 Q4	–	Sell	-2,141	Closed	-$1.16M	–	749
2024 Q3	$1.16M	Buy	2,141 +667	+45%	+$304K	0.21%	129
2024 Q2	$534K	Buy	+1,474	New	+$560K	0.09%	291
2023 Q3	–	Sell	-19,554	Closed	-$4.11M	–	1066
2023 Q2	$4.11M	Buy	19,554 +18,457	+1,682%	+$4.12M	0.43%	20
2023 Q1	$254K	Sell	1,097 -2,097	-66%	-$501K	0.02%	693
2022 Q4	$794K	Buy	+3,194	New	+$822K	0.09%	354

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Occudo Quantitative Strategies's ERIE Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Erie Indemnity (ERIE) stake by 52% in Q2 2026, selling an estimated $928K and leaving 3,778 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #398.

Occudo Quantitative Strategies first reported a position in ERIE in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.11M in Q2 2023. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Occudo Quantitative Strategies held 3,778 shares of Erie Indemnity worth $906K as of Q2 2026.
Occudo Quantitative Strategies sold 4,048 Erie Indemnity shares in Q2 2026, an estimated $928K.
Erie Indemnity made up 0.05% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #398 holding.
Occudo Quantitative Strategies first reported a position in Erie Indemnity in Q4 2022 and has held it in 8 quarters since.
Occudo Quantitative Strategies's Erie Indemnity position peaked at $4.11M in Q2 2023.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.