RIM
ERIE icon

Redwood Investment Management’s Erie Indemnity ERIE Stock Holding History

Redwood Investment 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
2018
Q4 		– Sell
-39,473
Closed -$5.03M – 69
2018
Q3 		$5.03M Sell
39,473
-3,032
-7% -$377K 1.83% 9
2018
Q2 		$4.98M Buy
42,505
+3,733
+10% +$432K 1.92% 11
2018
Q1 		$4.56M Sell
38,772
-1,378
-3% -$160K 1.37% 23
2017
Q4 		$4.89M Buy
+40,150
New +$4.86M 2.11% 16

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Redwood Investment Management's ERIE Position: Q4 2018 in Review

Redwood Investment Management sold out of Erie Indemnity (ERIE) in Q4 2018, closing a stake of 39,473 shares — an estimated $5.03M sold.

Redwood Investment Management first reported a position in ERIE in Q4 2017 and held it in 4 quarters. The position peaked at $5.03M in Q3 2018. 152 funds tracked by Wall St. Rank hold ERIE as of Q4 2018.

  • Redwood Investment Management reported no remaining Erie Indemnity position as of Q4 2018 after selling out during the quarter.
  • Redwood Investment Management sold 39,473 Erie Indemnity shares in Q4 2018, an estimated $5.03M.
  • Redwood Investment Management first reported a position in Erie Indemnity in Q4 2017 and held it in 4 quarters.
  • Redwood Investment Management's Erie Indemnity position peaked at $5.03M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2018.

Based on Redwood Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.