Wipfli Financial Advisors’s Erie Indemnity ERIE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$38K	Buy	+171	New	+$36K	﹤0.01%	1238

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wipfli Financial Advisors's ERIE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Erie Indemnity (ERIE) in Q3 2022: 171 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings.

248 funds tracked by Wall St. Rank hold ERIE as of Q3 2022.

Wipfli Financial Advisors held 171 shares of Erie Indemnity worth $38K as of Q3 2022.
Erie Indemnity was a new Wipfli Financial Advisors position in Q3 2022.
Erie Indemnity made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1238 holding.
248 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.