SMDAM
Sumitomo Mitsui DS Asset Management’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
2,913
+138
| +5% | +$47.9K | 0.01% | 610 |
|
|
2025
Q1 | $1.16M | Sell |
2,775
-31
| -1% | -$13K | 0.01% | 597 |
|
|
2024
Q4 | $1.16M | Sell |
2,806
-571
| -17% | -$235K | 0.01% | 604 |
|
|
2024
Q3 | $1.82M | Buy |
3,377
+409
| +14% | +$221K | 0.02% | 501 |
|
|
2024
Q2 | $1.08M | Sell |
2,968
-40
| -1% | -$14.5K | 0.01% | 594 |
|
|
2024
Q1 | $1.21M | Hold |
3,008
| – | – | 0.02% | 561 |
|
|
2023
Q4 | $1.01M | Buy |
3,008
+10
| +0.3% | +$3.35K | 0.01% | 609 |
|
|
2023
Q3 | $881K | Sell |
2,998
-6
| -0.2% | -$1.76K | 0.01% | 584 |
|
|
2023
Q2 | $631K | Buy |
3,004
+974
| +48% | +$205K | 0.01% | 647 |
|
|
2023
Q1 | $470K | Hold |
2,030
| – | – | 0.01% | 678 |
|
|
2022
Q4 | $505K | Buy |
2,030
+21
| +1% | +$5.22K | 0.01% | 649 |
|
|
2022
Q3 | $447K | Buy |
2,009
+16
| +0.8% | +$3.56K | 0.01% | 646 |
|
|
2022
Q2 | $383K | Hold |
1,993
| – | – | 0.01% | 680 |
|
|
2022
Q1 | $351K | Hold |
1,993
| – | – | 0.01% | 704 |
|
|
2021
Q4 | $383K | Sell |
1,993
-83
| -4% | -$16K | 0.01% | 702 |
|
|
2021
Q3 | $370K | Sell |
2,076
-8
| -0.4% | -$1.43K | 0.01% | 691 |
|
|
2021
Q2 | $402K | Sell |
2,084
-38
| -2% | -$7.33K | 0.01% | 694 |
|
|
2021
Q1 | $468K | Buy |
2,122
+124
| +6% | +$27.3K | 0.01% | 650 |
|
|
2020
Q4 | $490K | Buy |
1,998
+470
| +31% | +$115K | 0.01% | 615 |
|
|
2020
Q3 | $321K | Hold |
1,528
| – | – | 0.01% | 650 |
|
|
2020
Q2 | $293K | Buy |
1,528
+16
| +1% | +$3.07K | 0.01% | 653 |
|
|
2020
Q1 | $224K | Sell |
1,512
-440
| -23% | -$65.2K | 0.01% | 643 |
|
|
2019
Q4 | $324K | Sell |
1,952
-914
| -32% | -$152K | 0.01% | 657 |
|
|
2019
Q3 | $532K | Buy |
2,866
+839
| +41% | +$156K | 0.02% | 554 |
|
|
2019
Q2 | $515K | Buy |
+2,027
| New | +$515K | 0.02% | 550 |
|