UFF
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USA Financial Formulas’s Erie Indemnity ERIE Stock Holding History

USA Financial Formulas’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 		– Sell
-60
Closed -$32.4K – 316
2024
Q3 		$32.4K Buy
+60
New +$27.3K 0.01% 231
2024
Q2 		– Sell
-99
Closed -$39.8K – 327
2024
Q1 		$39.8K Buy
+99
New +$36.4K 0.01% 248
2023
Q2 		– Sell
-3
Closed -$695 – 499
2023
Q1 		$695 Buy
+3
New +$717 ﹤0.01% 323
2021
Q1 		– Sell
-2,172
Closed -$533K – 365
2020
Q4 		$533K Buy
+2,172
New +$507K 0.42% 75
2019
Q4 		– Sell
-775
Closed -$144K – 256
2019
Q3 		$144K Buy
+775
New +$176K 0.06% 153

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 $5.7T 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