PI
ERIE icon

Putnam Investments’s Erie Indemnity ERIE Stock Holding History

Putnam Investments’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
-1,436
Closed -$302K – 808
2020
Q3 		$302K Hold
1,436
– – ﹤0.01% 798
2020
Q2 		$276K Buy
+1,436
New +$253K ﹤0.01% 840

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 $3.38T AUM 44.17% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Putnam Investments's ERIE Position: Q4 2020 in Review

Putnam Investments sold out of Erie Indemnity (ERIE) in Q4 2020, closing a stake of 1,436 shares — an estimated $302K sold.

Putnam Investments first reported a position in ERIE in Q2 2020 and held it in 2 quarters. The position peaked at $302K in Q3 2020. 227 funds tracked by Wall St. Rank hold ERIE as of Q4 2020.

  • Putnam Investments reported no remaining Erie Indemnity position as of Q4 2020 after selling out during the quarter.
  • Putnam Investments sold 1,436 Erie Indemnity shares in Q4 2020, an estimated $302K.
  • Putnam Investments first reported a position in Erie Indemnity in Q2 2020 and held it in 2 quarters.
  • Putnam Investments's Erie Indemnity position peaked at $302K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2020.

Based on Putnam Investments's 13F filing for Q4 2020, filed 16 Feb 2021.