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Peterson Financial Group’s Erie Indemnity ERIE Stock Holding History

Peterson Financial Group’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
2024
Q3 		$1.62K Buy
+3
New +$1.37K 0.01% 372

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
BlackRock
BlackRock New York $5.72T 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peterson Financial Group's ERIE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Erie Indemnity (ERIE) in Q3 2024: 3 shares worth $1.62K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings.

370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Peterson Financial Group held 3 shares of Erie Indemnity worth $1.62K as of Q3 2024.
  • Erie Indemnity was a new Peterson Financial Group position in Q3 2024.
  • Erie Indemnity made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #372 holding.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.