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UBS’s Erie Indemnity ERIE Stock Holding History

UBS’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
2014
Q3 		$175K Buy
2,305
+313
+16% +$23.6K ﹤0.01% 5329
2014
Q2 		$150K Buy
1,992
+821
+70% +$60.6K ﹤0.01% 5478
2014
Q1 		$81K Sell
1,171
-119
-9% -$8.37K ﹤0.01% 6253
2013
Q4 		$94K Buy
1,290
+640
+98% +$45.6K ﹤0.01% 6135
2013
Q3 		$47K Buy
+650
New +$50.1K ﹤0.01% 6944

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's ERIE Position: Q3 2014 in Review

UBS increased its Erie Indemnity (ERIE) stake by 16% in Q3 2014, buying an estimated $23.6K and bringing the position to 2,305 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #5329.

UBS first reported a position in ERIE in Q3 2013 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold ERIE as of Q3 2014.

  • UBS held 2,305 shares of Erie Indemnity worth $175K as of Q3 2014.
  • UBS bought 313 Erie Indemnity shares in Q3 2014, an estimated $23.6K.
  • Erie Indemnity made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5329 holding.
  • UBS first reported a position in Erie Indemnity in Q3 2013 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.