Standard Family Office’s Erie Indemnity ERIE Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-3	Closed	-$1K	–	151
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	445
2022 Q2	$1K	Buy	+3	New	+$522	0.01%	194
2022 Q1	–	Sell	-9	Closed	-$2K	–	135
2021 Q4	$2K	Buy	+9	New	+$1.81K	0.02%	189

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's ERIE Position: Q4 2022 in Review

Standard Family Office sold out of Erie Indemnity (ERIE) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Standard Family Office first reported a position in ERIE in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 286 funds tracked by Wall St. Rank hold ERIE as of Q4 2022.

Standard Family Office reported no remaining Erie Indemnity position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 3 Erie Indemnity shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in Erie Indemnity in Q4 2021 and held it in 3 quarters.
Standard Family Office's Erie Indemnity position peaked at $2K in Q4 2021.
286 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.