Summit Global Investments’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,274
| Closed | -$566K | – | 523 |
|
|
2022
Q4 | $566K | Buy |
2,274
+30
| +1% | +$7.47K | 0.05% | 292 |
|
|
2022
Q3 | $499K | Buy |
+2,244
| New | +$499K | 0.05% | 311 |
|
|
2021
Q4 | – | Sell |
-4,800
| Closed | -$856K | – | 563 |
|
|
2021
Q3 | $856K | Sell |
4,800
-500
| -9% | -$89.2K | 0.06% | 233 |
|
|
2021
Q2 | $1.03M | Buy |
5,300
+877
| +20% | +$170K | 0.06% | 232 |
|
|
2021
Q1 | $977K | Sell |
4,423
-4,487
| -50% | -$991K | 0.06% | 202 |
|
|
2020
Q4 | $2.19M | Buy |
8,910
+1,056
| +13% | +$259K | 0.22% | 89 |
|
|
2020
Q3 | $1.65M | Buy |
7,854
+1,354
| +21% | +$285K | 0.17% | 83 |
|
|
2020
Q2 | $1.25M | Buy |
+6,500
| New | +$1.25M | 0.14% | 106 |
|