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Virtue Capital Management’s Erie Indemnity ERIE Stock Holding History

Virtue 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
2023
Q1 		– Sell
-2,699
Closed -$671K – 399
2022
Q4 		$671K Buy
+2,699
New +$694K 0.1% 143

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Franklin Resources
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State Street
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Geode Capital Management
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UBS AM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Virtue Capital Management's ERIE Position: Q1 2023 in Review

Virtue Capital Management sold out of Erie Indemnity (ERIE) in Q1 2023, closing a stake of 2,699 shares — an estimated $671K sold.

Virtue Capital Management first reported a position in ERIE in Q4 2022 and held it in 1 quarter. The position peaked at $671K in Q4 2022. 268 funds tracked by Wall St. Rank hold ERIE as of Q1 2023.

  • Virtue Capital Management reported no remaining Erie Indemnity position as of Q1 2023 after selling out during the quarter.
  • Virtue Capital Management sold 2,699 Erie Indemnity shares in Q1 2023, an estimated $671K.
  • Virtue Capital Management first reported a position in Erie Indemnity in Q4 2022 and held it in 1 quarter.
  • Virtue Capital Management's Erie Indemnity position peaked at $671K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2023.

Based on Virtue Capital Management's 13F filing for Q1 2023, filed 11 May 2023.