TCWP’s Erie Indemnity ERIE Stock Holding History

TCWP’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
2022 Q2	–	Sell	-8	Closed	-$1K	–	722
2022 Q1	$1K	Buy	+8	New	+$1.44K	﹤0.01%	1496

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCWP's ERIE Position: Q2 2022 in Review

TCWP sold out of Erie Indemnity (ERIE) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

TCWP first reported a position in ERIE in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 238 funds tracked by Wall St. Rank hold ERIE as of Q2 2022.

TCWP reported no remaining Erie Indemnity position as of Q2 2022 after selling out during the quarter.
TCWP sold 8 Erie Indemnity shares in Q2 2022, an estimated $1K.
TCWP first reported a position in Erie Indemnity in Q1 2022 and held it in 1 quarter.
TCWP's Erie Indemnity position peaked at $1K in Q1 2022.
238 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.