ERIE · Erie Indemnity

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Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.

Close · 3M

+8.53%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals1

Win rate100% (1/1)

Avg buy return+12.69%

AIEQno longer held2 signals

AIEQ · Exit · 1d

Erie Indemnity, with a PBR of 5.85, a PER of 20.76, and a strong 25.03% ROE, initially presented fundamental characteristics aligning with AIEQ's broad market, fundamentals-driven style. However, the company's significant price movement, including an 18.3% 30-day return and trading precisely at its 52-week high of $249.26 on June 30th, likely influenced sentiment signals. IBM Watson NLP, processing diverse data sources including social posts, may have identified a shift in market perception or a saturation in short-term growth potential at this elevated valuation. This updated sentiment and fundamental outlook, processed through EquBot's risk overlay, prompted a decisive portfolio action. Consequently, AIEQ, known for its high turnover and daily rebalancing, fully divested from Erie on July 1st, reflecting a real-time adjustment based on the system's dynamic assessment.

weight 0.090% → 0 (exited)·stock up 17.8% in the 30 days before

Jul 1·entry $249.27·now $238.47

-4.33%

since Jul 1

AIEQ · New entry · 1d

weight 0 → 0.080% (new)

May 30·entry $211.61·now $238.47Chased

+12.69%

since May 30

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.