O'Shaughnessy Asset Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $787K | Sell |
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|
2024
Q1 | $878K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $440K | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $433K | Sell |
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|
2016
Q1 | $498K | Buy |
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|
2015
Q4 | $409K | Sell |
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|
2015
Q3 | $1.39M | Sell |
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|
2015
Q2 | $1.44M | Sell |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q4 | $1.41M | Buy |
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|
2014
Q3 | $121K | Buy |
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|
2014
Q2 | $118K | Buy |
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|
2014
Q1 | $103K | Buy |
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|
2013
Q4 | $69K | Buy |
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