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Stonebridge Capital Advisors’s Erie Indemnity ERIE Stock Holding History

Stonebridge Capital Advisors’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
-26
Closed -$4K – 796
2019
Q4 		$4K Buy
+26
New +$4.59K ﹤0.01% 673

Other funds holding ERIE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Stonebridge Capital Advisors's ERIE Position: Q1 2020 in Review

Stonebridge Capital Advisors sold out of Erie Indemnity (ERIE) in Q1 2020, closing a stake of 26 shares — an estimated $4K sold.

Stonebridge Capital Advisors first reported a position in ERIE in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 208 funds tracked by Wall St. Rank hold ERIE as of Q1 2020.

  • Stonebridge Capital Advisors reported no remaining Erie Indemnity position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 26 Erie Indemnity shares in Q1 2020, an estimated $4K.
  • Stonebridge Capital Advisors first reported a position in Erie Indemnity in Q4 2019 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Erie Indemnity position peaked at $4K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.