Stifel Financial’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Buy |
13,835
+6,559
| +90% | +$1.76M | ﹤0.01% | 1572 |
|
|
2025
Q4 | $2.09M | Buy |
7,276
+408
| +6% | +$122K | ﹤0.01% | 1895 |
|
|
2025
Q3 | $2.19M | Buy |
6,868
+67
| +1% | +$23.1K | ﹤0.01% | 1843 |
|
|
2025
Q2 | $2.36M | Sell |
6,801
-6
| -0.1% | -$2.23K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $2.85M | Buy |
+6,807
| New | +$2.78M | ﹤0.01% | 1512 |
|
|
2024
Q2 | – | Sell |
-872
| Closed | -$350K | – | 3391 |
|
|
2024
Q1 | $350K | Buy |
872
+54
| +7% | +$19.9K | ﹤0.01% | 2818 |
|
|
2023
Q4 | $274K | Sell |
818
-88
| -10% | -$26.4K | ﹤0.01% | 2898 |
|
|
2023
Q3 | $266K | Buy |
+906
| New | +$234K | ﹤0.01% | 2850 |
|
|
2023
Q2 | – | Sell |
-905
| Closed | -$210K | – | 3344 |
|
|
2023
Q1 | $210K | Sell |
905
-421
| -32% | -$101K | ﹤0.01% | 3029 |
|
|
2022
Q4 | $330K | Buy |
1,326
+421
| +47% | +$108K | ﹤0.01% | 2695 |
|
|
2022
Q3 | $201K | Buy |
+905
| New | +$191K | ﹤0.01% | 2948 |
|
|
2022
Q2 | – | Sell |
-1,479
| Closed | -$261K | – | 3365 |
|
|
2022
Q1 | $261K | Sell |
1,479
-446
| -23% | -$80.1K | ﹤0.01% | 2968 |
|
|
2021
Q4 | $371K | Hold |
1,925
| – | – | ﹤0.01% | 2774 |
|
|
2021
Q3 | $343K | Hold |
1,925
| – | – | ﹤0.01% | 2812 |
|
|
2021
Q2 | $372K | Sell |
1,925
-523
| -21% | -$108K | ﹤0.01% | 2752 |
|
|
2021
Q1 | $540K | Sell |
2,448
-536
| -18% | -$130K | ﹤0.01% | 2436 |
|
|
2020
Q4 | $733K | Sell |
2,984
-39
| -1% | -$9.1K | ﹤0.01% | 2071 |
|
|
2020
Q3 | $636K | Sell |
3,023
-31
| -1% | -$6.51K | ﹤0.01% | 1935 |
|
|
2020
Q2 | $586K | Sell |
3,054
-23
| -0.7% | -$4.05K | ﹤0.01% | 1927 |
|
|
2020
Q1 | $455K | Buy |
3,077
+85
| +3% | +$13.7K | ﹤0.01% | 1923 |
|
|
2019
Q4 | $496K | Sell |
2,992
-124
| -4% | -$21.9K | ﹤0.01% | 2265 |
|
|
2019
Q3 | $580K | Sell |
3,116
-260
| -8% | -$59K | ﹤0.01% | 2092 |
|
|
2019
Q2 | $855K | Sell |
3,376
-434
| -11% | -$89.8K | ﹤0.01% | 1898 |
|
|
2019
Q1 | $683K | Buy |
+3,810
| New | +$612K | ﹤0.01% | 1873 |
|
|
2017
Q1 | – | Sell |
-8,990
| Closed | -$1M | – | 2555 |
|
|
2016
Q4 | $1M | Sell |
8,990
-10
| -0.1% | -$1.06K | ﹤0.01% | 1397 |
|
|
2016
Q3 | $919K | Sell |
9,000
-13
| -0.1% | -$1.29K | ﹤0.01% | 1384 |
|
|
2016
Q2 | $895K | Buy |
9,013
+145
| +2% | +$13.8K | ﹤0.01% | 1403 |
|
|
2016
Q1 | $825K | Sell |
8,868
-225
| -2% | -$21.2K | ﹤0.01% | 1324 |
|
|
2015
Q4 | $870K | Buy |
+9,093
| New | +$825K | ﹤0.01% | 1373 |
|
Other funds holding ERIE
VCM
VPM
