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Rational Advisors’s Erie Indemnity ERIE Stock Holding History

Rational Advisors’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
2021
Q2 		– Sell
-691
Closed -$153K – 152
2021
Q1 		$153K Sell
691
-306
-31% -$74.3K 0.03% 167
2020
Q4 		$245K Buy
+997
New +$233K 0.07% 145

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Rational Advisors's ERIE Position: Q2 2021 in Review

Rational Advisors sold out of Erie Indemnity (ERIE) in Q2 2021, closing a stake of 691 shares — an estimated $153K sold.

Rational Advisors first reported a position in ERIE in Q4 2020 and held it in 2 quarters. The position peaked at $245K in Q4 2020. 215 funds tracked by Wall St. Rank hold ERIE as of Q2 2021.

  • Rational Advisors reported no remaining Erie Indemnity position as of Q2 2021 after selling out during the quarter.
  • Rational Advisors sold 691 Erie Indemnity shares in Q2 2021, an estimated $153K.
  • Rational Advisors first reported a position in Erie Indemnity in Q4 2020 and held it in 2 quarters.
  • Rational Advisors's Erie Indemnity position peaked at $245K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2021.

Based on Rational Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.