Yorktown Management & Research 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 | $303K | Hold |
875
| – | – | 0.29% | 162 |
|
|
2025
Q1 | $367K | Buy |
+875
| New | +$367K | 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% | -$45.3K | 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 | +$279K | 0.06% | 161 |
|