Y-Intercept (HK)’s Erie Indemnity ERIE Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-1,456	Closed	-$505K	–	1697
2025 Q2	$505K	Buy	1,456 +417	+40%	+$155K	0.01%	1199
2025 Q1	$435K	Sell	1,039 -572	-36%	-$233K	0.03%	755
2024 Q4	$664K	Buy	+1,611	New	+$721K	0.04%	597
2023 Q3	–	Sell	-8,977	Closed	-$1.89M	–	1187
2023 Q2	$1.89M	Buy	+8,977	New	+$2M	0.2%	116
2023 Q1	–	Sell	-1,780	Closed	-$443K	–	1269
2022 Q4	$443K	Buy	+1,780	New	+$458K	0.07%	480

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Y-Intercept (HK)'s ERIE Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 1,456 shares — an estimated $505K sold.

Y-Intercept (HK) first reported a position in ERIE in Q4 2022 and held it in 5 quarters. The position peaked at $1.89M in Q2 2023. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

Y-Intercept (HK) reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
Y-Intercept (HK) sold 1,456 Erie Indemnity shares in Q3 2025, an estimated $505K.
Y-Intercept (HK) first reported a position in Erie Indemnity in Q4 2022 and held it in 5 quarters.
Y-Intercept (HK)'s Erie Indemnity position peaked at $1.89M in Q2 2023.
420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.