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Synergy Investment Management’s Erie Indemnity ERIE Stock Holding History

Synergy Investment Management’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
2026
Q2 		– Sell
-1
Closed -$251 – 1115
2026
Q1 		$251 Buy
+1
New +$268 ﹤0.01% 871

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Synergy Investment Management's ERIE Position: Q2 2026 in Review

Synergy Investment Management sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 1 share — an estimated $251 sold.

Synergy Investment Management first reported a position in ERIE in Q1 2026 and held it in 1 quarter. The position peaked at $251 in Q1 2026. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Synergy Investment Management reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 1 Erie Indemnity share in Q2 2026, an estimated $251.
  • Synergy Investment Management first reported a position in Erie Indemnity in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Erie Indemnity position peaked at $251 in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.