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Simon Quick Advisors’s Erie Indemnity ERIE Stock Holding History

Simon Quick 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
2020
Q4 		– Sell
-11
Closed -$2K – 467
2020
Q3 		$2K Buy
+11
New +$2.31K ﹤0.01% 406

Other funds holding ERIE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Simon Quick Advisors's ERIE Position: Q4 2020 in Review

Simon Quick Advisors sold out of Erie Indemnity (ERIE) in Q4 2020, closing a stake of 11 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in ERIE in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 227 funds tracked by Wall St. Rank hold ERIE as of Q4 2020.

  • Simon Quick Advisors reported no remaining Erie Indemnity position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 11 Erie Indemnity shares in Q4 2020, an estimated $2K.
  • Simon Quick Advisors first reported a position in Erie Indemnity in Q3 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Erie Indemnity position peaked at $2K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.