PDT Partners’s Erie Indemnity ERIE Stock Holding History

PDT Partners’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	$4.11M	Sell	16,340 -2,600	-14%	-$698K	0.24%	137
2025 Q4	$5.43M	Buy	+18,940	New	+$5.65M	0.35%	84
2025 Q3	–	Sell	-900	Closed	-$312K	–	618
2025 Q2	$312K	Buy	+900	New	+$334K	0.02%	591
2022 Q2	–	Sell	-1,763	Closed	-$311K	–	1013
2022 Q1	$311K	Buy	+1,763	New	+$317K	0.03%	714
2021 Q2	–	Sell	-2,377	Closed	-$525K	–	845
2021 Q1	$525K	Buy	+2,377	New	+$577K	0.04%	497
2020 Q3	–	Sell	-1,811	Closed	-$348K	–	759
2020 Q2	$348K	Buy	+1,811	New	+$319K	0.02%	492
2019 Q2	–	Sell	-5,503	Closed	-$982K	–	426
2019 Q1	$982K	Buy	+5,503	New	+$884K	0.06%	262
2015 Q4	–	Sell	-3,310	Closed	-$275K	–	567
2015 Q3	$275K	Buy	+3,310	New	+$275K	0.01%	1077
2014 Q1	–	Sell	-4,321	Closed	-$316K	–	1314
2013 Q4	$316K	Buy	4,321 +879	+26%	+$62.7K	0.04%	515
2013 Q3	$249K	Buy	+3,442	New	+$266K	0.01%	1325

Other funds holding ERIE

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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