TriaGen Wealth Management’s Erie Indemnity ERIE Stock Holding History

TriaGen Wealth 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
2024 Q4	–	Sell	-1,309	Closed	-$707K	–	175
2024 Q3	$707K	Sell	1,309 -7	-0.5%	-$3.19K	0.24%	89
2024 Q2	$477K	Sell	1,316 -8	-0.6%	-$3.04K	0.18%	102
2024 Q1	$532K	Sell	1,324 -26	-2%	-$9.56K	0.22%	94
2023 Q4	$452K	Buy	1,350 +16	+1%	+$4.81K	0.22%	95
2023 Q3	$392K	Buy	1,334 +1	+0.1%	+$259	0.2%	101
2023 Q2	$280K	Sell	1,333 -4	-0.3%	-$893	0.13%	139
2023 Q1	$310K	Hold	1,337	–	–	0.16%	120
2022 Q4	$333K	Buy	1,337 +12	+0.9%	+$3.09K	0.18%	123
2022 Q3	$295K	Buy	1,325 +8	+0.6%	+$1.69K	0.16%	124
2022 Q2	$253K	Buy	+1,317	New	+$229K	0.18%	125
2021 Q2	–	Sell	-1,281	Closed	-$283K	–	191
2021 Q1	$283K	Hold	1,281	–	–	0.16%	138
2020 Q4	$315K	Buy	+1,281	New	+$299K	0.18%	128

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's ERIE Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 1,309 shares — an estimated $707K sold.

TriaGen Wealth Management first reported a position in ERIE in Q4 2020 and held it in 12 quarters. The position peaked at $707K in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

TriaGen Wealth Management reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
TriaGen Wealth Management sold 1,309 Erie Indemnity shares in Q4 2024, an estimated $707K.
TriaGen Wealth Management first reported a position in Erie Indemnity in Q4 2020 and held it in 12 quarters.
TriaGen Wealth Management's Erie Indemnity position peaked at $707K in Q3 2024.
398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.