SP
ERIE icon

Symmetry Partners’s Erie Indemnity ERIE Stock Holding History

Symmetry Partners’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-746
Closed -$219K – 522
2023
Q3 		$219K Buy
+746
New +$193K 0.01% 501
2023
Q2 		– Sell
-996
Closed -$231K – 586
2023
Q1 		$231K Buy
+996
New +$238K 0.01% 508
2021
Q2 		– Sell
-2,197
Closed -$485K – 658
2021
Q1 		$485K Hold
2,197
– – 0.03% 409
2020
Q4 		$540K Buy
2,197
+635
+41% +$148K 0.04% 348
2020
Q3 		$328K Buy
1,562
+302
+24% +$63.4K 0.03% 461
2020
Q2 		$242K Sell
1,260
-883
-41% -$155K 0.03% 263
2020
Q1 		$318K Sell
2,143
-644
-23% -$104K 0.07% 193
2019
Q4 		$463K Buy
2,787
+684
+33% +$121K 0.1% 175
2019
Q3 		$390K Sell
2,103
-131
-6% -$29.7K 0.08% 204
2019
Q2 		$568K Buy
2,234
+1,230
+123% +$254K 0.12% 141
2019
Q1 		$179K Buy
+1,004
New +$161K 0.03% 323

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return