Ownership history in Ethic Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Ethic Inc. reported a position in ERIE INDTY CO (ERIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 677 | -87 | -11.4% | 0.00% | $215K | $315.16 |
| 2025 Q2 | REDUCED | 764 | -200 | -20.7% | 0.00% | $260K | $342.14 |
| 2025 Q1 | REDUCED | 964 | -21 | -2.1% | 0.01% | $396K | $412.01 |
| 2024 Q4 | ADDED | 985 | +252 | +34.4% | 0.01% | $406K | $403.94 |
| 2024 Q3 | REDUCED | 733 | -193 | -20.8% | 0.01% | $294K | $527.72 |
| 2024 Q2 | ADDED | 926 | +193 | +26.3% | 0.01% | $336K | $353.05 |
| 2024 Q1 | REDUCED | 733 | -268 | -26.8% | 0.01% | $294K | $389.97 |
| 2023 Q1 | INITIATED | 1,001 | — | — | 0.01% | $232K | $220.79 |
As of 2025 Q4 — sorted by position size