Alera Investment Advisors’s Archer Daniels Midland ADM Stock Holding History

Alera Investment Advisors’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,620	Closed	-$623K	–	170
2023 Q4	$623K	Buy	8,620 +1,287	+18%	+$94.2K	0.08%	102
2023 Q3	$553K	Sell	7,333 -60	-0.8%	-$4.86K	0.09%	102
2023 Q2	$559K	Buy	7,393 +379	+5%	+$28.7K	0.12%	107
2023 Q1	$559K	Buy	7,014 +70	+1%	+$5.72K	0.13%	101
2022 Q4	$645K	Sell	6,944 -324	-4%	-$29.9K	0.15%	84
2022 Q3	$584K	Buy	7,268 +207	+3%	+$17K	0.17%	87
2022 Q2	$548K	Sell	7,061 -266	-4%	-$23.3K	0.15%	99
2022 Q1	$661K	Buy	+7,327	New	+$571K	0.15%	101
2019 Q2	–	Sell	-278	Closed	-$12K	–	89
2019 Q1	$12K	Buy	278 +20	+8%	+$855	0.01%	410
2018 Q4	$11K	Buy	+258	New	+$12K	0.01%	397

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's ADM Position: Q1 2024 in Review

Alera Investment Advisors sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 8,620 shares — an estimated $623K sold.

Alera Investment Advisors first reported a position in ADM in Q4 2018 and held it in 10 quarters. The position peaked at $661K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

Alera Investment Advisors reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
Alera Investment Advisors sold 8,620 Archer Daniels Midland shares in Q1 2024, an estimated $623K.
Alera Investment Advisors first reported a position in Archer Daniels Midland in Q4 2018 and held it in 10 quarters.
Alera Investment Advisors's Archer Daniels Midland position peaked at $661K in Q1 2022.
1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.