Alera Investment Advisors’s Church & Dwight Co CHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$232K	Buy	+2,212	New	+$227K	0.03%	249
2022 Q3	–	Sell	-7,695	Closed	-$712K	–	175
2022 Q2	$712K	Buy	7,695 +10	+0.1%	+$945	0.2%	71
2022 Q1	$764K	Buy	+7,685	New	+$766K	0.17%	79
2019 Q2	–	Sell	-107	Closed	-$8K	–	247
2019 Q1	$8K	Buy	107 +31	+41%	+$2.04K	﹤0.01%	512
2018 Q4	$5K	Buy	+76	New	+$4.81K	﹤0.01%	586

Other funds holding CHD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Alera Investment Advisors opened a new position in Church & Dwight Co (CHD) in Q3 2024: 2,212 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in CHD as recently as Q2 2022.

Alera Investment Advisors first reported a position in CHD in Q4 2018 and has held it in 5 quarters since. The position peaked at $764K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold CHD as of Q3 2024.

Alera Investment Advisors held 2,212 shares of Church & Dwight Co worth $232K as of Q3 2024.
Church & Dwight Co was a new Alera Investment Advisors position in Q3 2024.
Church & Dwight Co made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #249 holding.
Alera Investment Advisors first reported a position in Church & Dwight Co in Q4 2018 and has held it in 5 quarters since.
Alera Investment Advisors's Church & Dwight Co position peaked at $764K in Q1 2022.
1,027 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2024.

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