Sumitomo Mitsui DS Asset Management’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	$732K	Hold	2,913	–	–	0.01%	639
2025 Q4	$835K	Hold	2,913	–	–	0.01%	628
2025 Q3	$927K	Hold	2,913	–	–	0.01%	624
2025 Q2	$1.01M	Buy	2,913 +138	+5%	+$51.2K	0.01%	610
2025 Q1	$1.16M	Sell	2,775 -31	-1%	-$12.7K	0.01%	597
2024 Q4	$1.16M	Sell	2,806 -571	-17%	-$256K	0.01%	604
2024 Q3	$1.82M	Buy	3,377 +409	+14%	+$186K	0.02%	501
2024 Q2	$1.08M	Sell	2,968 -40	-1%	-$15.2K	0.01%	594
2024 Q1	$1.21M	Hold	3,008	–	–	0.02%	561
2023 Q4	$1.01M	Buy	3,008 +10	+0.3%	+$3K	0.01%	609
2023 Q3	$881K	Sell	2,998 -6	-0.2%	-$1.55K	0.01%	584
2023 Q2	$631K	Buy	3,004 +974	+48%	+$217K	0.01%	647
2023 Q1	$470K	Hold	2,030	–	–	0.01%	678
2022 Q4	$505K	Buy	2,030 +21	+1%	+$5.4K	0.01%	649
2022 Q3	$447K	Buy	2,009 +16	+0.8%	+$3.37K	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%	-$16.7K	0.01%	702
2021 Q3	$370K	Sell	2,076 -8	-0.4%	-$1.45K	0.01%	691
2021 Q2	$402K	Sell	2,084 -38	-2%	-$7.84K	0.01%	694
2021 Q1	$468K	Buy	2,122 +124	+6%	+$30.1K	0.01%	650
2020 Q4	$490K	Buy	1,998 +470	+31%	+$110K	0.01%	615
2020 Q3	$321K	Hold	1,528	–	–	0.01%	650
2020 Q2	$293K	Buy	1,528 +16	+1%	+$2.82K	0.01%	653
2020 Q1	$224K	Sell	1,512 -440	-23%	-$70.9K	0.01%	643
2019 Q4	$324K	Sell	1,952 -914	-32%	-$161K	0.01%	657
2019 Q3	$532K	Buy	2,866 +839	+41%	+$191K	0.02%	554
2019 Q2	$515K	Buy	+2,027	New	+$419K	0.02%	550