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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's ERIE Position: Q4 2024 in Review

USA Financial Formulas sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 60 shares — an estimated $32.4K sold.

USA Financial Formulas first reported a position in ERIE in Q3 2019 and held it in 5 quarters. The position peaked at $533K in Q4 2020. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

USA Financial Formulas reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
USA Financial Formulas sold 60 Erie Indemnity shares in Q4 2024, an estimated $32.4K.
USA Financial Formulas first reported a position in Erie Indemnity in Q3 2019 and held it in 5 quarters.
USA Financial Formulas's Erie Indemnity position peaked at $533K in Q4 2020.
398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.