Creative Planning Erie Indemnity CO Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Erie Indemnity CO stock. As of the latest transaction made, Creative Planning holds 8,278 shares of ERIE stock, worth $3.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,278

Previous 9,543 13.26%

Holding current value

$3.35 Million

Previous $3.46 Million 29.15%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$356.56 - $544.84 $451,048 - $689,222	-1,265 Reduced 13.26%	8,278 $4.47 Million
Q2 2024 Aug 15, 2024	SELL	$349.82 - $410.53 $16,091 - $18,884	-46 Reduced 0.48%	9,543 $3.46 Million
Q1 2024 May 10, 2024	BUY	$327.68 - $417.35 $17,694 - $22,536	54 Added 0.57%	9,589 $3.85 Million
Q4 2023 Feb 14, 2024	BUY	$273.26 - $334.92 $95,367 - $116,887	349 Added 3.8%	9,535 $3.19 Million
Q3 2023 Nov 16, 2023	SELL	$201.12 - $299.64 $36,402 - $54,234	-181 Reduced 1.93%	9,186 $2.7 Million
Q2 2023 Jul 21, 2023	BUY	$206.28 - $240.17 $23,928 - $27,859	116 Added 1.25%	9,367 $1.97 Million
Q1 2023 May 15, 2023	SELL	$223.52 - $254.82 $26,375 - $30,068	-118 Reduced 1.26%	9,251 $2.14 Million
Q4 2022 Feb 10, 2023	BUY	$229.44 - $282.39 $105,771 - $130,181	461 Added 5.18%	9,369 $2.33 Million
Q3 2022 Nov 03, 2022	SELL	$189.77 - $225.14 $38,523 - $45,703	-203 Reduced 2.23%	8,908 $1.98 Million
Q2 2022 Aug 15, 2022	BUY	$160.28 - $192.19 $641 - $768	4 Added 0.04%	9,111 $1.75 Million
Q1 2022 May 16, 2022	BUY	$167.27 - $194.58 $80,456 - $93,592	481 Added 5.58%	9,107 $1.6 Million
Q4 2021 Feb 11, 2022	SELL	$180.69 - $230.68 $28,729 - $36,678	-159 Reduced 1.81%	8,626 $1.66 Million
Q3 2021 Nov 10, 2021	SELL	$169.88 - $194.01 $1.23 Million - $1.41 Million	-7,250 Reduced 45.21%	8,785 $1.57 Million
Q2 2021 Aug 04, 2021	BUY	$189.16 - $229.03 $1.91 Million - $2.31 Million	10,076 Added 169.09%	16,035 $3.1 Million
Q1 2020 May 05, 2020	SELL	$135.27 - $177.41 $405 - $532	-3 Reduced 0.05%	5,959 $883,000
Q3 2019 Nov 01, 2019	SELL	$183.87 - $268.7 $81,270 - $118,765	-442 Reduced 6.9%	5,962 $1.11 Million
Q2 2019 Jul 26, 2019	BUY	$172.88 - $256.63 $518 - $769	3 Added 0.05%	6,404 $1.63 Million
Q1 2019 Apr 24, 2019	BUY	$130.2 - $185.93 $66,402 - $94,824	510 Added 8.66%	6,401 $1.14 Million
Q4 2018 Feb 01, 2019	SELL	$121.22 - $137.29 $11,273 - $12,767	-93 Reduced 1.55%	5,891 $785,000
Q3 2018 Oct 25, 2018	BUY	$115.95 - $129.55 $11,595 - $12,955	100 Added 1.7%	5,984 $763,000
Q4 2017 Jan 17, 2018	BUY	$116.09 - $124.1 $174,135 - $186,150	1,500 Added 34.22%	5,884 $717,000
Q3 2017 Oct 17, 2017	BUY	$114.29 - $128.42 $501,047 - $562,993	4,384	4,384 $529,000

Others Institutions Holding ERIE

# of Institutions

388

Shares Held

17.6M

Call Options Held

69.6K

Put Options Held

19.1K

View Full List

About ERIE INDEMNITY CO

Ticker ERIE
Exchange NASDAQ
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 46,189,100
Market Cap $18.7B
Description
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. The company provides sales, underwriting, policy issuance, and renewal services for the policyholders on behalf of the Erie Insurance Exchange. It also offers sales related services, including agent compensation...

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Creative Planning Erie Indemnity CO Transaction History