Yorktown Management & Research Company’s Erie Indemnity ERIE Stock Holding History

Yorktown Management & Research Company’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	-875	Closed	-$303K	–	215
2025 Q2	$303K	Hold	875	–	–	0.29%	162
2025 Q1	$367K	Buy	+875	New	+$357K	0.4%	108
2015 Q3	–	Sell	-3,000	Closed	-$246K	–	477
2015 Q2	$246K	Hold	3,000	–	–	0.04%	366
2015 Q1	$262K	Hold	3,000	–	–	0.05%	302
2014 Q4	$272K	Sell	3,000 -500	-14%	-$42.6K	0.06%	221
2014 Q3	$265K	Hold	3,500	–	–	0.05%	224
2014 Q2	$263K	Hold	3,500	–	–	0.05%	283
2014 Q1	$244K	Hold	3,500	–	–	0.05%	328
2013 Q4	$256K	Hold	3,500	–	–	0.05%	283
2013 Q3	$254K	Hold	3,500	–	–	0.05%	229
2013 Q2	$279K	Buy	+3,500	New	+$272K	0.06%	161

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

Yorktown Management & Research Company's ERIE Position: Q3 2025 in Review

Yorktown Management & Research Company sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 875 shares — an estimated $303K sold.

Yorktown Management & Research Company first reported a position in ERIE in Q2 2013 and held it in 11 quarters. The position peaked at $367K in Q1 2025. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

Yorktown Management & Research Company reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 875 Erie Indemnity shares in Q3 2025, an estimated $303K.
Yorktown Management & Research Company first reported a position in Erie Indemnity in Q2 2013 and held it in 11 quarters.
Yorktown Management & Research Company's Erie Indemnity position peaked at $367K in Q1 2025.
420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Yorktown Management & Research Company's 13F filing for Q3 2025, filed 29 Oct 2025.