Pictet Asset Management (Switzerland)’s Erie Indemnity ERIE Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$2.04M	Buy	9,692 +793	+9%	+$177K	﹤0.01%	903
2023 Q1	$2.06M	Sell	8,899 -2,167	-20%	-$518K	﹤0.01%	918
2022 Q4	$2.75M	Buy	11,066 +2,886	+35%	+$742K	﹤0.01%	874
2022 Q3	$1.82M	Buy	8,180 +224	+3%	+$47.2K	﹤0.01%	948
2022 Q2	$1.53M	Sell	7,956 -2,456	-24%	-$427K	﹤0.01%	987
2022 Q1	$1.83M	Buy	10,412 +719	+7%	+$129K	﹤0.01%	976
2021 Q4	$1.87M	Sell	9,693 -1,281	-12%	-$257K	﹤0.01%	1002
2021 Q3	$1.96M	Buy	+10,974	New	+$1.98M	﹤0.01%	998

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s ERIE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Erie Indemnity (ERIE) stake by 8.9% in Q2 2023, buying an estimated $177K and bringing the position to 9,692 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Pictet Asset Management (Switzerland) first reported a position in ERIE in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.75M in Q4 2022. 279 funds tracked by Wall St. Rank hold ERIE as of Q2 2023.

Pictet Asset Management (Switzerland) held 9,692 shares of Erie Indemnity worth $2.04M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 793 Erie Indemnity shares in Q2 2023, an estimated $177K.
Erie Indemnity made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #903 holding.
Pictet Asset Management (Switzerland) first reported a position in Erie Indemnity in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Erie Indemnity position peaked at $2.75M in Q4 2022.
279 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.