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Alera Investment Advisors’s Chunghwa Telecom CHT Stock Holding History

Alera Investment Advisors’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$335K Buy
8,433
+1,019
+14% +$38.7K 0.04% 192
2024
Q2 		$286K Buy
+7,414
New +$288K 0.03% 204
2019
Q2 		– Sell
-1,057
Closed -$38K – 250
2019
Q1 		$38K Buy
1,057
+149
+16% +$5.19K 0.02% 195
2018
Q4 		$32K Buy
+908
New +$31.6K 0.02% 220

Other funds holding CHT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

Alera Investment Advisors increased its Chunghwa Telecom (CHT) stake by 14% in Q3 2024, buying an estimated $38.7K and bringing the position to 8,433 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #192.

Alera Investment Advisors first reported a position in CHT in Q4 2018 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CHT as of Q3 2024.

  • Alera Investment Advisors held 8,433 shares of Chunghwa Telecom worth $335K as of Q3 2024.
  • Alera Investment Advisors bought 1,019 Chunghwa Telecom shares in Q3 2024, an estimated $38.7K.
  • Chunghwa Telecom made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #192 holding.
  • Alera Investment Advisors first reported a position in Chunghwa Telecom in Q4 2018 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q3 2024.

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