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TrinityPoint Wealth’s Erie Indemnity ERIE Stock Holding History

TrinityPoint Wealth’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 		$283K Buy
687
+2
+0.3% +$895 0.04% 278
2024
Q3 		$370K Buy
685
+2
+0.3% +$910 0.05% 245
2024
Q2 		$247K Buy
683
+3
+0.4% +$1.14K 0.04% 279
2024
Q1 		$273K Buy
680
+2
+0.3% +$736 0.05% 258
2023
Q4 		$227K Buy
+678
New +$204K 0.04% 277

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's ERIE Position: Q4 2024 in Review

TrinityPoint Wealth increased its Erie Indemnity (ERIE) stake by 0.29% in Q4 2024, buying an estimated $895 and bringing the position to 687 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #278.

TrinityPoint Wealth first reported a position in ERIE in Q4 2023 and has held it in 5 quarters since. The position peaked at $370K in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • TrinityPoint Wealth held 687 shares of Erie Indemnity worth $283K as of Q4 2024.
  • TrinityPoint Wealth bought 2 Erie Indemnity shares in Q4 2024, an estimated $895.
  • Erie Indemnity made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #278 holding.
  • TrinityPoint Wealth first reported a position in Erie Indemnity in Q4 2023 and has held it in 5 quarters since.
  • TrinityPoint Wealth's Erie Indemnity position peaked at $370K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.