Sullivan, Bruyette, Speros & Blaney’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.6M | Sell |
7,250
-40
| -0.5% | -$8.84K | 0.07% | 90 |
|
|
2020
Q4 | $1.79M | Hold |
7,290
| – | – | 0.08% | 73 |
|
|
2020
Q3 | $1.53M | Hold |
7,290
| – | – | 0.09% | 72 |
|
|
2020
Q2 | $1.4M | Sell |
7,290
-70
| -1% | -$13.4K | 0.09% | 76 |
|
|
2020
Q1 | $1.09M | Sell |
7,360
-75
| -1% | -$11.1K | 0.08% | 78 |
|
|
2019
Q4 | $1.23M | Sell |
7,435
-1,000
| -12% | -$166K | 0.07% | 83 |
|
|
2019
Q3 | $1.57M | Hold |
8,435
| – | – | 0.09% | 61 |
|
|
2019
Q2 | $2.15M | Hold |
8,435
| – | – | 0.13% | 43 |
|
|
2019
Q1 | $1.51M | Hold |
8,435
| – | – | 0.09% | 57 |
|
|
2018
Q4 | $1.12M | Hold |
8,435
| – | – | 0.08% | 66 |
|
|
2018
Q3 | $1.08M | Sell |
8,435
-50
| -0.6% | -$6.38K | 0.1% | 55 |
|
|
2018
Q2 | $995K | Sell |
8,485
-200
| -2% | -$23.5K | 0.1% | 55 |
|
|
2018
Q1 | $1.02M | Hold |
8,685
| – | – | 0.1% | 53 |
|
|
2017
Q4 | $1.06M | Hold |
8,685
| – | – | 0.1% | 56 |
|
|
2017
Q3 | $1.05M | Sell |
8,685
-100
| -1% | -$12.1K | 0.1% | 55 |
|
|
2017
Q2 | $1.1M | Hold |
8,785
| – | – | 0.11% | 51 |
|
|
2017
Q1 | $1.08M | Sell |
8,785
-100
| -1% | -$12.3K | 0.11% | 44 |
|
|
2016
Q4 | $999K | Sell |
8,885
-100
| -1% | -$11.2K | 0.1% | 44 |
|
|
2016
Q3 | $917K | Sell |
8,985
-50
| -0.6% | -$5.1K | 0.09% | 48 |
|
|
2016
Q2 | $898K | Buy |
+9,035
| New | +$898K | 0.09% | 49 |
|