O
ERIE icon

Ossiam’s Erie Indemnity ERIE Stock Holding History

Ossiam’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 		– Sell
-30
Closed -$12.4K – 630
2024
Q4 		$12.4K Buy
30
+7
+30% +$3.13K ﹤0.01% 609
2024
Q3 		$12.4K Buy
+23
New +$10.5K ﹤0.01% 618
2024
Q1 		– Sell
-430
Closed -$144K – 648
2023
Q4 		$144K Sell
430
-11
-2% -$3.3K ﹤0.01% 607
2023
Q3 		$130K Sell
441
-70
-14% -$18.1K ﹤0.01% 623
2023
Q2 		$107K Buy
511
+210
+70% +$46.9K ﹤0.01% 670
2023
Q1 		$69.7K Buy
301
+75
+33% +$17.9K ﹤0.01% 654
2022
Q4 		$56.2K Hold
226
– – ﹤0.01% 657
2022
Q3 		$50K Buy
+226
New +$47.6K ﹤0.01% 671
2019
Q4 		– Sell
-975
Closed -$181K – 486
2019
Q3 		$181K Buy
+975
New +$221K 0.01% 332

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return