A detailed history of Donaldson Capital Management, LLC transactions in Erie Indemnity CO stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 5,470 shares of ERIE stock, worth $2.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,470
Previous 6,535 16.3%
Holding current value
$2.2 Million
Previous $2.37 Million 24.62%
% of portfolio
0.11%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$356.56 - $544.84 $379,736 - $580,254
-1,065 Reduced 16.3%
5,470 $2.95 Million
Q4 2023

Jan 30, 2024

SELL
$273.26 - $334.92 $28,419 - $34,831
-104 Reduced 1.57%
6,535 $2.19 Million
Q3 2023

Oct 11, 2023

SELL
$201.12 - $299.64 $565,549 - $842,587
-2,812 Reduced 29.75%
6,639 $1.95 Million
Q4 2021

Jan 21, 2022

SELL
$180.69 - $230.68 $24,935 - $31,833
-138 Reduced 1.44%
9,451 $1.82 Million
Q3 2021

Nov 04, 2021

BUY
$169.88 - $194.01 $1.63 Million - $1.86 Million
9,589 New
9,589 $1.71 Million
Q2 2021

Jul 28, 2021

SELL
$189.16 - $229.03 $1.81 Million - $2.2 Million
-9,589 Closed
0 $0
Q3 2019

Nov 04, 2019

BUY
$183.87 - $268.7 $1.76 Million - $2.58 Million
9,589 New
9,589 $1.78 Million

Others Institutions Holding ERIE

About ERIE INDEMNITY CO


  • Ticker ERIE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 46,189,100
  • Market Cap $18.6B
  • 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...
More about ERIE
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