William Blair & Company’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
4,990
+797
| +19% | +$276K | ﹤0.01% | 753 |
|
|
2025
Q1 | $1.76M | Buy |
4,193
+90
| +2% | +$37.7K | 0.01% | 745 |
|
|
2024
Q4 | $1.69M | Buy |
4,103
+13
| +0.3% | +$5.36K | ﹤0.01% | 743 |
|
|
2024
Q3 | $2.21M | Buy |
4,090
+180
| +5% | +$97.2K | 0.01% | 680 |
|
|
2024
Q2 | $1.42M | Buy |
3,910
+11
| +0.3% | +$3.99K | ﹤0.01% | 779 |
|
|
2024
Q1 | $1.57M | Hold |
3,899
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $1.31M | Buy |
3,899
+1
| +0% | +$335 | ﹤0.01% | 782 |
|
|
2023
Q3 | $1.15M | Buy |
3,898
+150
| +4% | +$44.1K | ﹤0.01% | 788 |
|
|
2023
Q2 | $787K | Buy |
3,748
+101
| +3% | +$21.2K | ﹤0.01% | 918 |
|
|
2023
Q1 | $845K | Hold |
3,647
| – | – | ﹤0.01% | 882 |
|
|
2022
Q4 | $907K | Hold |
3,647
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $811K | Buy |
3,647
+100
| +3% | +$22.2K | ﹤0.01% | 891 |
|
|
2022
Q2 | $682K | Sell |
3,547
-104
| -3% | -$20K | ﹤0.01% | 969 |
|
|
2022
Q1 | $643K | Sell |
3,651
-122
| -3% | -$21.5K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $727K | Buy |
+3,773
| New | +$727K | ﹤0.01% | 1068 |
|
|
2020
Q3 | – | Sell |
-2,601
| Closed | -$499K | – | 1733 |
|
|
2020
Q2 | $499K | Sell |
2,601
-1
| -0% | -$192 | ﹤0.01% | 939 |
|
|
2020
Q1 | $386K | Sell |
2,602
-189
| -7% | -$28K | ﹤0.01% | 943 |
|
|
2019
Q4 | $463K | Sell |
2,791
-98
| -3% | -$16.3K | ﹤0.01% | 1012 |
|
|
2019
Q3 | $536K | Sell |
2,889
-112
| -4% | -$20.8K | ﹤0.01% | 921 |
|
|
2019
Q2 | $763K | Buy |
+3,001
| New | +$763K | ﹤0.01% | 839 |
|