Zions Bancorporation’s Erie Indemnity ERIE Stock Holding History

Zions Bancorporation’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
2024 Q2	–	Sell	-4	Closed	-$1.61K	–	940
2024 Q1	$1.61K	Hold	4	–	–	﹤0.01%	842
2023 Q4	$1.34K	Hold	4	–	–	﹤0.01%	845
2023 Q3	$1.18K	Sell	4 -5	-56%	-$1.29K	﹤0.01%	842
2023 Q2	$1.89K	Buy	9 +5	+125%	+$1.12K	﹤0.01%	821
2023 Q1	$927	Hold	4	–	–	﹤0.01%	860
2022 Q4	$995	Hold	4	–	–	﹤0.01%	1003
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	897
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1019
2022 Q1	$1K	Sell	4 -11	-73%	-$1.98K	﹤0.01%	1092
2021 Q4	$3K	Sell	15 -15	-50%	-$3.01K	﹤0.01%	889
2021 Q3	$5K	Sell	30 -8	-21%	-$1.45K	﹤0.01%	817
2021 Q2	$7K	Hold	38	–	–	﹤0.01%	781
2021 Q1	$8K	Sell	38 -20	-34%	-$4.86K	﹤0.01%	741
2020 Q4	$14K	Sell	58 -6	-9%	-$1.4K	﹤0.01%	614
2020 Q3	$13K	Buy	64 +3	+5%	+$630	﹤0.01%	615
2020 Q2	$12K	Buy	+61	New	+$10.7K	﹤0.01%	590

Other funds holding ERIE

PNC Financial Services Group

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

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

Franklin Resources

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

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return