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Sowell Financial Services’s Erie Indemnity ERIE Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3
Closed -$1K – 1166
2021
Q1 		$1K Hold
3
– – ﹤0.01% 2928
2020
Q4 		$1K Hold
3
– – ﹤0.01% 2566
2020
Q3 		$1K Hold
3
– – ﹤0.01% 2355
2020
Q2 		$1K Sell
3
-30
-91% -$5.28K ﹤0.01% 2282
2020
Q1 		$5K Buy
+33
New +$5.32K ﹤0.01% 1811

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's ERIE Position: Q2 2021 in Review

Sowell Financial Services sold out of Erie Indemnity (ERIE) in Q2 2021, closing a stake of 3 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in ERIE in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2020. 215 funds tracked by Wall St. Rank hold ERIE as of Q2 2021.

  • Sowell Financial Services reported no remaining Erie Indemnity position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3 Erie Indemnity shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Erie Indemnity in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Erie Indemnity position peaked at $5K in Q1 2020.
  • 215 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.