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Shelton Capital Management’s Erie Indemnity ERIE Stock Holding History

Shelton Capital 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
2024
Q3 		– Sell
-1,016
Closed -$368K – 758
2024
Q2 		$368K Sell
1,016
-37
-4% -$14.1K 0.01% 412
2024
Q1 		$423K Sell
1,053
-32
-3% -$11.8K 0.01% 399
2023
Q4 		$363K Sell
1,085
-73
-6% -$21.9K 0.01% 415
2023
Q3 		$340K Buy
+1,158
New +$299K 0.01% 417

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Capital Management's ERIE Position: Q3 2024 in Review

Shelton Capital Management sold out of Erie Indemnity (ERIE) in Q3 2024, closing a stake of 1,016 shares — an estimated $368K sold.

Shelton Capital Management first reported a position in ERIE in Q3 2023 and held it in 4 quarters. The position peaked at $423K in Q1 2024. 370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Shelton Capital Management reported no remaining Erie Indemnity position as of Q3 2024 after selling out during the quarter.
  • Shelton Capital Management sold 1,016 Erie Indemnity shares in Q3 2024, an estimated $368K.
  • Shelton Capital Management first reported a position in Erie Indemnity in Q3 2023 and held it in 4 quarters.
  • Shelton Capital Management's Erie Indemnity position peaked at $423K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Shelton Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.