Orion Portfolio Solutions’s Erie Indemnity ERIE Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$227K	Sell	542 -252	-32%	-$103K	﹤0.01%	1749
2024 Q4	$327K	Buy	794 +247	+45%	+$111K	﹤0.01%	1515
2024 Q3	$295K	Buy	+547	New	+$249K	﹤0.01%	1527
2020 Q3	–	Sell	-5	Closed	-$1K	–	906
2020 Q2	$1K	Sell	5 -16	-76%	-$2.82K	﹤0.01%	1956
2020 Q1	$3K	Buy	21 +9	+75%	+$1.45K	﹤0.01%	1443
2019 Q4	$2K	Buy	+12	New	+$2.12K	﹤0.01%	1503

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's ERIE Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Erie Indemnity (ERIE) stake by 32% in Q1 2025, selling an estimated $103K and leaving 542 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Orion Portfolio Solutions first reported a position in ERIE in Q4 2019 and has held it in 6 quarters since. The position peaked at $327K in Q4 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

Orion Portfolio Solutions held 542 shares of Erie Indemnity worth $227K as of Q1 2025.
Orion Portfolio Solutions sold 252 Erie Indemnity shares in Q1 2025, an estimated $103K.
Erie Indemnity made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1749 holding.
Orion Portfolio Solutions first reported a position in Erie Indemnity in Q4 2019 and has held it in 6 quarters since.
Orion Portfolio Solutions's Erie Indemnity position peaked at $327K in Q4 2024.
414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.