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West Family Investments’s Erie Indemnity ERIE Stock Holding History

West Family Investments’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
-382
Closed -$206K – 296
2024
Q3 		$206K Buy
+382
New +$174K 0.07% 271
2022
Q1 		– Sell
-1,051
Closed -$202K – 309
2021
Q4 		$202K Sell
1,051
-677
-39% -$136K 0.06% 300
2021
Q3 		$308K Buy
+1,728
New +$313K 0.08% 212

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 $5.72T 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

West Family Investments's ERIE Position: Q4 2024 in Review

West Family Investments sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 382 shares — an estimated $206K sold.

West Family Investments first reported a position in ERIE in Q3 2021 and held it in 3 quarters. The position peaked at $308K in Q3 2021. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • West Family Investments reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
  • West Family Investments sold 382 Erie Indemnity shares in Q4 2024, an estimated $206K.
  • West Family Investments first reported a position in Erie Indemnity in Q3 2021 and held it in 3 quarters.
  • West Family Investments's Erie Indemnity position peaked at $308K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on West Family Investments's 13F filing for Q4 2024, filed 7 Feb 2025.