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Provident Wealth Management’s Erie Indemnity ERIE Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-32
Closed -$7K – 130
2020
Q3 		$7K Buy
+32
New +$6.71K 0.01% 169

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BlackRock
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Franklin Resources
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Provident Wealth Management's ERIE Position: Q4 2020 in Review

Provident Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2020, closing a stake of 32 shares — an estimated $7K sold.

Provident Wealth Management first reported a position in ERIE in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 227 funds tracked by Wall St. Rank hold ERIE as of Q4 2020.

  • Provident Wealth Management reported no remaining Erie Indemnity position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 32 Erie Indemnity shares in Q4 2020, an estimated $7K.
  • Provident Wealth Management first reported a position in Erie Indemnity in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Erie Indemnity position peaked at $7K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.