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Steward Financial Group’s Erie Indemnity ERIE Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+22
New +$5.69K ﹤0.01% 537
2023
Q2 		– Sell
-32
Closed -$7K – 623
2023
Q1 		$7K Buy
32
+16
+100% +$3.83K ﹤0.01% 242
2022
Q4 		$3K Buy
+16
New +$4.12K ﹤0.01% 260
2022
Q3 		– Sell
-16
Closed -$3K – 475
2022
Q2 		$3K Buy
+16
New +$2.78K ﹤0.01% 438

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Financial Group's ERIE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Erie Indemnity (ERIE) in Q3 2023: 22 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ERIE as recently as Q1 2023.

Steward Financial Group first reported a position in ERIE in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 301 funds tracked by Wall St. Rank hold ERIE as of Q3 2023.

  • Steward Financial Group held 22 shares of Erie Indemnity worth $6K as of Q3 2023.
  • Erie Indemnity was a new Steward Financial Group position in Q3 2023.
  • Erie Indemnity made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #537 holding.
  • Steward Financial Group first reported a position in Erie Indemnity in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Erie Indemnity position peaked at $7K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.