TWA
ERIE icon

TCI Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-3
Closed -$695 – 842
2023
Q1 		$695 Hold
3
– – ﹤0.01% 2165
2022
Q4 		$746 Buy
3
+1
+50% +$257 ﹤0.01% 2163
2022
Q3 		$0 Buy
+2
New +$421 ﹤0.01% 2332
2021
Q2 		– Sell
-13
Closed -$3K – 2353
2021
Q1 		$3K Buy
+13
New +$3.16K ﹤0.01% 1515
2019
Q2 		– Sell
-5
Closed -$1K – 1455
2019
Q1 		$1K Buy
+5
New +$803 ﹤0.01% 1198

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return