ZIM
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Zacks Investment Management’s Erie Indemnity ERIE Stock Holding History

Zacks Investment Management’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
2017
Q2 		– Sell
-6,093
Closed -$748K – 618
2017
Q1 		$748K Buy
6,093
+846
+16% +$98.5K 0.02% 414
2016
Q4 		$590K Sell
5,247
-80
-2% -$8.51K 0.02% 423
2016
Q3 		$544K Buy
+5,327
New +$529K 0.02% 441
2015
Q1 		– Sell
-2,323
Closed -$211K – 649
2014
Q4 		$211K Buy
+2,323
New +$198K 0.01% 589

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's ERIE Position: Q2 2017 in Review

Zacks Investment Management sold out of Erie Indemnity (ERIE) in Q2 2017, closing a stake of 6,093 shares — an estimated $748K sold.

Zacks Investment Management first reported a position in ERIE in Q4 2014 and held it in 4 quarters. The position peaked at $748K in Q1 2017. 126 funds tracked by Wall St. Rank hold ERIE as of Q2 2017.

  • Zacks Investment Management reported no remaining Erie Indemnity position as of Q2 2017 after selling out during the quarter.
  • Zacks Investment Management sold 6,093 Erie Indemnity shares in Q2 2017, an estimated $748K.
  • Zacks Investment Management first reported a position in Erie Indemnity in Q4 2014 and held it in 4 quarters.
  • Zacks Investment Management's Erie Indemnity position peaked at $748K in Q1 2017.
  • 126 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2017.

Based on Zacks Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.