Stoneridge Investment Partners’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,950
| Closed | -$465K | – | 133 |
|
|
2018
Q1 | $465K | Hold |
3,950
| – | – | 0.08% | 118 |
|
|
2017
Q4 | $481K | Hold |
3,950
| – | – | 0.08% | 124 |
|
|
2017
Q3 | $476K | Buy |
+3,950
| New | +$476K | 0.07% | 132 |
|
|
2015
Q2 | – | Sell |
-14,700
| Closed | -$1.28M | – | 283 |
|
|
2015
Q1 | $1.28M | Hold |
14,700
| – | – | 0.15% | 165 |
|
|
2014
Q4 | $1.33M | Buy |
14,700
+2,400
| +20% | +$218K | 0.18% | 148 |
|
|
2014
Q3 | $932K | Sell |
12,300
-14
| -0.1% | -$1.06K | 0.14% | 161 |
|
|
2014
Q2 | $927K | Buy |
+12,314
| New | +$927K | 0.14% | 161 |
|