SkyOak Wealth’s Erie Indemnity ERIE Stock Holding History

SkyOak Wealth’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
2023 Q4	–	Sell	-1,153	Closed	-$339K	–	249
2023 Q3	$339K	Sell	1,153 -99	-8%	-$25.6K	0.1%	144
2023 Q2	$263K	Buy	+1,252	New	+$279K	0.07%	188

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SkyOak Wealth's ERIE Position: Q4 2023 in Review

SkyOak Wealth sold out of Erie Indemnity (ERIE) in Q4 2023, closing a stake of 1,153 shares — an estimated $339K sold.

SkyOak Wealth first reported a position in ERIE in Q2 2023 and held it in 2 quarters. The position peaked at $339K in Q3 2023. 298 funds tracked by Wall St. Rank hold ERIE as of Q4 2023.

SkyOak Wealth reported no remaining Erie Indemnity position as of Q4 2023 after selling out during the quarter.
SkyOak Wealth sold 1,153 Erie Indemnity shares in Q4 2023, an estimated $339K.
SkyOak Wealth first reported a position in Erie Indemnity in Q2 2023 and held it in 2 quarters.
SkyOak Wealth's Erie Indemnity position peaked at $339K in Q3 2023.
298 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2023.

Based on SkyOak Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.