Sandy Spring Bank’s Erie Indemnity ERIE Stock Holding History

Sandy Spring Bank’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
2022 Q1	–	Sell	-600	Closed	-$116K	–	1147
2021 Q4	$116K	Hold	600	–	–	0.01%	417
2021 Q3	$107K	Sell	600 -400	-40%	-$72.3K	0.01%	412
2021 Q2	$193K	Hold	1,000	–	–	0.01%	341
2021 Q1	$221K	Hold	1,000	–	–	0.01%	312
2020 Q4	$246K	Sell	1,000 -200	-17%	-$46.7K	0.02%	296
2020 Q3	$252K	Hold	1,200	–	–	0.02%	278
2020 Q2	$230K	Hold	1,200	–	–	0.02%	278
2020 Q1	$178K	Sell	1,200 -600	-33%	-$96.7K	0.02%	284
2019 Q4	$299K	Hold	1,800	–	–	0.02%	263
2019 Q3	$334K	Hold	1,800	–	–	0.03%	257
2019 Q2	$458K	Hold	1,800	–	–	0.04%	235
2019 Q1	$321K	Hold	1,800	–	–	0.03%	246
2018 Q4	$240K	Hold	1,800	–	–	0.02%	265
2018 Q3	$230K	Hold	1,800	–	–	0.02%	285
2018 Q2	$211K	Hold	1,800	–	–	0.02%	295
2018 Q1	$212K	Hold	1,800	–	–	0.02%	297
2017 Q4	$219K	Hold	1,800	–	–	0.02%	277
2017 Q3	$217K	Hold	1,800	–	–	0.02%	279
2017 Q2	$225K	Hold	1,800	–	–	0.02%	283
2017 Q1	$221K	Hold	1,800	–	–	0.02%	277
2016 Q4	$202K	Hold	1,800	–	–	0.02%	290
2016 Q3	$184K	Buy	+1,800	New	+$179K	0.02%	293

Other funds holding ERIE

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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