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Alera Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Alera Investment Advisors’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$233K Sell
859
-17
-2% -$4.7K 0.03% 247
2024
Q2 		$270K Buy
+876
New +$259K 0.03% 213
2019
Q2 		– Sell
-55
Closed -$3K – 237
2019
Q1 		$3K Buy
55
+15
+38% +$795 ﹤0.01% 719
2018
Q4 		$2K Buy
+40
New +$1.74K ﹤0.01% 735

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's CDNS Position: Q3 2024 in Review

Alera Investment Advisors reduced its Cadence Design Systems (CDNS) stake by 1.9% in Q3 2024, selling an estimated $4.7K and leaving 859 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #247.

Alera Investment Advisors first reported a position in CDNS in Q4 2018 and has held it in 4 quarters since. The position peaked at $270K in Q2 2024. 1,200 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

  • Alera Investment Advisors held 859 shares of Cadence Design Systems worth $233K as of Q3 2024.
  • Alera Investment Advisors sold 17 Cadence Design Systems shares in Q3 2024, an estimated $4.7K.
  • Cadence Design Systems made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #247 holding.
  • Alera Investment Advisors first reported a position in Cadence Design Systems in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's Cadence Design Systems position peaked at $270K in Q2 2024.
  • 1,200 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.