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Pinkerton Retirement Specialists’s Erie Indemnity ERIE Stock Holding History

Pinkerton Retirement Specialists’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
Q1 		– Sell
-1,654
Closed -$411K – 143
2022
Q4 		$411K Buy
+1,654
New +$426K 0.09% 94

Other funds holding ERIE

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinkerton Retirement Specialists's ERIE Position: Q1 2023 in Review

Pinkerton Retirement Specialists sold out of Erie Indemnity (ERIE) in Q1 2023, closing a stake of 1,654 shares — an estimated $411K sold.

Pinkerton Retirement Specialists first reported a position in ERIE in Q4 2022 and held it in 1 quarter. The position peaked at $411K in Q4 2022. 268 funds tracked by Wall St. Rank hold ERIE as of Q1 2023.

  • Pinkerton Retirement Specialists reported no remaining Erie Indemnity position as of Q1 2023 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,654 Erie Indemnity shares in Q1 2023, an estimated $411K.
  • Pinkerton Retirement Specialists first reported a position in Erie Indemnity in Q4 2022 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's Erie Indemnity position peaked at $411K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2023.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2023, filed 11 May 2023.