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Tuttle Capital Management’s Erie Indemnity ERIE Stock Holding History

Tuttle Capital 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
2021
Q2 		– Sell
-2,043
Closed -$451K – 294
2021
Q1 		$451K Sell
2,043
-3,215
-61% -$781K 0.18% 158
2020
Q4 		$1.29M Buy
+5,258
New +$1.23M 1% 17

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tuttle Capital Management's ERIE Position: Q2 2021 in Review

Tuttle Capital Management sold out of Erie Indemnity (ERIE) in Q2 2021, closing a stake of 2,043 shares — an estimated $451K sold.

Tuttle Capital Management first reported a position in ERIE in Q4 2020 and held it in 2 quarters. The position peaked at $1.29M in Q4 2020. 215 funds tracked by Wall St. Rank hold ERIE as of Q2 2021.

  • Tuttle Capital Management reported no remaining Erie Indemnity position as of Q2 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 2,043 Erie Indemnity shares in Q2 2021, an estimated $451K.
  • Tuttle Capital Management first reported a position in Erie Indemnity in Q4 2020 and held it in 2 quarters.
  • Tuttle Capital Management's Erie Indemnity position peaked at $1.29M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.