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Trust Asset Management’s Erie Indemnity ERIE Stock Holding History

Trust Asset 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
2025
Q1 		– Sell
-607
Closed -$250K – 222
2024
Q4 		$250K Hold
607
– – 0.02% 203
2024
Q3 		$328K Buy
+607
New +$276K 0.03% 173

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trust Asset Management's ERIE Position: Q1 2025 in Review

Trust Asset Management sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 607 shares — an estimated $250K sold.

Trust Asset Management first reported a position in ERIE in Q3 2024 and held it in 2 quarters. The position peaked at $328K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Trust Asset Management reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Trust Asset Management sold 607 Erie Indemnity shares in Q1 2025, an estimated $250K.
  • Trust Asset Management first reported a position in Erie Indemnity in Q3 2024 and held it in 2 quarters.
  • Trust Asset Management's Erie Indemnity position peaked at $328K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Trust Asset Management's 13F filing for Q1 2025, filed 12 May 2025.