WSC
ERIE icon

Wellington Shields & Co’s Erie Indemnity ERIE Stock Holding History

Wellington Shields & Co’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
2025
Q2 		– Sell
-494
Closed -$207K – 321
2025
Q1 		$207K Hold
494
– – 0.06% 210
2024
Q4 		$204K Hold
494
– – 0.06% 198
2024
Q3 		$267K Buy
+494
New +$225K 0.08% 189
2023
Q1 		– Sell
-872
Closed -$217K – 301
2022
Q4 		$217K Buy
+872
New +$224K 0.05% 190

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Shields & Co's ERIE Position: Q2 2025 in Review

Wellington Shields & Co sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 494 shares — an estimated $207K sold.

Wellington Shields & Co first reported a position in ERIE in Q4 2022 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Wellington Shields & Co reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 494 Erie Indemnity shares in Q2 2025, an estimated $207K.
  • Wellington Shields & Co first reported a position in Erie Indemnity in Q4 2022 and held it in 4 quarters.
  • Wellington Shields & Co's Erie Indemnity position peaked at $267K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Wellington Shields & Co's 13F filing for Q2 2025, filed 5 Aug 2025.