OQS
ERIE icon

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
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return