PAG
ERIE icon

Private Advisor Group’s Erie Indemnity ERIE Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-644
Closed -$124K – 2128
2020
Q2 		$124K Buy
+644
New +$113K ﹤0.01% 1582
2019
Q3 		– Sell
-1,030
Closed -$262K – 1696
2019
Q2 		$262K Buy
+1,030
New +$213K ﹤0.01% 1355

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Advisor Group's ERIE Position: Q3 2020 in Review

Private Advisor Group sold out of Erie Indemnity (ERIE) in Q3 2020, closing a stake of 644 shares — an estimated $124K sold.

Private Advisor Group first reported a position in ERIE in Q2 2019 and held it in 2 quarters. The position peaked at $262K in Q2 2019. 232 funds tracked by Wall St. Rank hold ERIE as of Q3 2020.

  • Private Advisor Group reported no remaining Erie Indemnity position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 644 Erie Indemnity shares in Q3 2020, an estimated $124K.
  • Private Advisor Group first reported a position in Erie Indemnity in Q2 2019 and held it in 2 quarters.
  • Private Advisor Group's Erie Indemnity position peaked at $262K in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.