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Squar Milner Financial Services’s Erie Indemnity ERIE Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-3
Closed – – 790
2019
Q4 		$0 Buy
+3
New +$530 ﹤0.01% 828

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Franklin Resources
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State Street
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Wellington Management Group
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's ERIE Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Erie Indemnity (ERIE) in Q1 2020, closing a stake of 3 shares.

Squar Milner Financial Services first reported a position in ERIE in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 208 funds tracked by Wall St. Rank hold ERIE as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Erie Indemnity position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3 Erie Indemnity shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Erie Indemnity in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Erie Indemnity position peaked at $0 in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.