UBS Group’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5M | Buy |
139,900
+23,176
| +20% | +$8.04M | 0.01% | 1229 |
|
|
2025
Q1 | $48.9M | Buy |
116,724
+15,167
| +15% | +$6.36M | 0.01% | 1178 |
|
|
2024
Q4 | $41.9M | Buy |
101,557
+38,669
| +61% | +$15.9M | 0.01% | 1221 |
|
|
2024
Q3 | $33.9M | Buy |
62,888
+35,935
| +133% | +$19.4M | 0.01% | 1000 |
|
|
2024
Q2 | $9.77M | Buy |
26,953
+1,573
| +6% | +$570K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $10.2M | Sell |
25,380
-6,919
| -21% | -$2.78M | ﹤0.01% | 1600 |
|
|
2023
Q4 | $10.8M | Buy |
32,299
+11,317
| +54% | +$3.79M | ﹤0.01% | 1415 |
|
|
2023
Q3 | $6.16M | Buy |
20,982
+168
| +0.8% | +$49.4K | ﹤0.01% | 1699 |
|
|
2023
Q2 | $4.37M | Buy |
20,814
+4,186
| +25% | +$879K | ﹤0.01% | 2020 |
|
|
2023
Q1 | $3.85M | Buy |
16,628
+708
| +4% | +$164K | ﹤0.01% | 2058 |
|
|
2022
Q4 | $3.96M | Sell |
15,920
-5,201
| -25% | -$1.29M | ﹤0.01% | 2022 |
|
|
2022
Q3 | $4.7M | Sell |
21,121
-3,584
| -15% | -$797K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $4.75M | Buy |
24,705
+688
| +3% | +$132K | ﹤0.01% | 1809 |
|
|
2022
Q1 | $4.23M | Buy |
24,017
+3,074
| +15% | +$541K | ﹤0.01% | 2059 |
|
|
2021
Q4 | $4.04M | Sell |
20,943
-4,218
| -17% | -$813K | ﹤0.01% | 2293 |
|
|
2021
Q3 | $4.49M | Sell |
25,161
-453
| -2% | -$80.8K | ﹤0.01% | 2097 |
|
|
2021
Q2 | $4.95M | Sell |
25,614
-3,082
| -11% | -$596K | ﹤0.01% | 2024 |
|
|
2021
Q1 | $6.34M | Sell |
28,696
-2,689
| -9% | -$594K | ﹤0.01% | 1768 |
|
|
2020
Q4 | $7.71M | Sell |
31,385
-490
| -2% | -$120K | ﹤0.01% | 1544 |
|
|
2020
Q3 | $6.7M | Buy |
31,875
+19,553
| +159% | +$4.11M | ﹤0.01% | 1500 |
|
|
2020
Q2 | $2.36M | Buy |
12,322
+3,269
| +36% | +$627K | ﹤0.01% | 2154 |
|
|
2020
Q1 | $1.34M | Sell |
9,053
-11,176
| -55% | -$1.66M | ﹤0.01% | 2455 |
|
|
2019
Q4 | $3.36M | Sell |
20,229
-3,065
| -13% | -$509K | ﹤0.01% | 2330 |
|
|
2019
Q3 | $4.33M | Sell |
23,294
-2,820
| -11% | -$524K | ﹤0.01% | 1968 |
|
|
2019
Q2 | $6.64M | Buy |
26,114
+8,838
| +51% | +$2.25M | ﹤0.01% | 1644 |
|
|
2019
Q1 | $3.08M | Buy |
17,276
+11,182
| +183% | +$2M | ﹤0.01% | 2107 |
|
|
2018
Q4 | $813K | Sell |
6,094
-3,164
| -34% | -$422K | ﹤0.01% | 3150 |
|
|
2018
Q3 | $1.18M | Sell |
9,258
-121
| -1% | -$15.4K | ﹤0.01% | 3009 |
|
|
2018
Q2 | $1.1M | Sell |
9,379
-2,373
| -20% | -$278K | ﹤0.01% | 3002 |
|
|
2018
Q1 | $1.38M | Sell |
11,752
-2,849
| -20% | -$335K | ﹤0.01% | 2800 |
|
|
2017
Q4 | $1.78M | Buy |
14,601
+3,885
| +36% | +$473K | ﹤0.01% | 2602 |
|
|
2017
Q3 | $1.29M | Buy |
10,716
+216
| +2% | +$26K | ﹤0.01% | 2815 |
|
|
2017
Q2 | $1.31M | Buy |
10,500
+2,044
| +24% | +$256K | ﹤0.01% | 2710 |
|
|
2017
Q1 | $1.04M | Sell |
8,456
-487
| -5% | -$59.7K | ﹤0.01% | 2807 |
|
|
2016
Q4 | $1.01M | Buy |
8,943
+791
| +10% | +$89K | ﹤0.01% | 2801 |
|
|
2016
Q3 | $832K | Sell |
8,152
-1,390
| -15% | -$142K | ﹤0.01% | 2844 |
|
|
2016
Q2 | $948K | Sell |
9,542
-5,654
| -37% | -$562K | ﹤0.01% | 2741 |
|
|
2016
Q1 | $1.41M | Sell |
15,196
-42,014
| -73% | -$3.91M | ﹤0.01% | 2408 |
|
|
2015
Q4 | $5.47M | Buy |
57,210
+1,151
| +2% | +$110K | ﹤0.01% | 1459 |
|
|
2015
Q3 | $4.65M | Buy |
56,059
+521
| +0.9% | +$43.2K | ﹤0.01% | 1536 |
|
|
2015
Q2 | $4.56M | Buy |
55,538
+42,522
| +327% | +$3.49M | ﹤0.01% | 1688 |
|
|
2015
Q1 | $1.14M | Buy |
13,016
+5,550
| +74% | +$484K | ﹤0.01% | 2710 |
|
|
2014
Q4 | $677K | Buy |
+7,466
| New | +$677K | ﹤0.01% | 2988 |
|