Xponance’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $601K | Buy |
2,391
+52
| +2% | +$14K | ﹤0.01% | 937 |
|
|
2025
Q4 | $670K | Buy |
2,339
+202
| +9% | +$60.3K | 0.01% | 816 |
|
|
2025
Q3 | $680K | Sell |
2,137
-145
| -6% | -$50.1K | 0.01% | 852 |
|
|
2025
Q2 | $791K | Buy |
2,282
+86
| +4% | +$31.9K | 0.01% | 776 |
|
|
2025
Q1 | $920K | Buy |
2,196
+44
| +2% | +$18K | 0.01% | 726 |
|
|
2024
Q4 | $887K | Sell |
2,152
-124
| -5% | -$55.5K | 0.01% | 763 |
|
|
2024
Q3 | $1.23M | Sell |
2,276
-681
| -23% | -$310K | 0.01% | 649 |
|
|
2024
Q2 | $1.07M | Sell |
2,957
-289
| -9% | -$110K | 0.01% | 661 |
|
|
2024
Q1 | $1.3M | Buy |
3,246
+1,119
| +53% | +$412K | 0.01% | 649 |
|
|
2023
Q4 | $712K | Hold |
2,127
| – | – | 0.01% | 800 |
|
|
2023
Q3 | $625K | Buy |
+2,127
| New | +$550K | 0.01% | 806 |
|
|
2023
Q2 | – | Sell |
-2,774
| Closed | -$643K | – | 1268 |
|
|
2023
Q1 | $643K | Buy |
2,774
+52
| +2% | +$12.4K | 0.01% | 823 |
|
|
2022
Q4 | $677K | Buy |
2,722
+416
| +18% | +$107K | 0.01% | 781 |
|
|
2022
Q3 | $513K | Buy |
2,306
+5
| +0.2% | +$1.05K | 0.01% | 834 |
|
|
2022
Q2 | $442K | Buy |
2,301
+176
| +8% | +$30.6K | 0.01% | 902 |
|
|
2022
Q1 | $374K | Buy |
2,125
+93
| +5% | +$16.7K | 0.01% | 980 |
|
|
2021
Q4 | $391K | Sell |
2,032
-6
| -0.3% | -$1.21K | 0.01% | 988 |
|
|
2021
Q3 | $364K | Sell |
2,038
-113
| -5% | -$20.4K | 0.01% | 999 |
|
|
2021
Q2 | $416K | Buy |
2,151
+633
| +42% | +$131K | 0.01% | 986 |
|
|
2021
Q1 | $335K | Buy |
1,518
+45
| +3% | +$10.9K | 0.01% | 930 |
|
|
2020
Q4 | $362K | Sell |
1,473
-33
| -2% | -$7.7K | 0.01% | 887 |
|
|
2020
Q3 | $317K | Sell |
1,506
-20
| -1% | -$4.2K | 0.01% | 833 |
|
|
2020
Q2 | $293K | Buy |
+1,526
| New | +$269K | 0.01% | 837 |
|
Other funds holding ERIE
VCM
VPM
