Alera Investment Advisors’s EOG Resources EOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$315K	Sell	2,559 -124	-5%	-$15.6K	0.04%	202
2024 Q2	$338K	Sell	2,683 -3,725	-58%	-$478K	0.04%	178
2024 Q1	$819K	Sell	6,408 -149	-2%	-$17.4K	0.11%	83
2023 Q4	$793K	Sell	6,557 -549	-8%	-$68.3K	0.1%	81
2023 Q3	$901K	Buy	7,106 +1,851	+35%	+$236K	0.15%	61
2023 Q2	$601K	Buy	5,255 +386	+8%	+$44.1K	0.13%	99
2023 Q1	$558K	Sell	4,869 -204	-4%	-$24.7K	0.13%	102
2022 Q4	$657K	Sell	5,073 -993	-16%	-$132K	0.16%	82
2022 Q3	$678K	Buy	6,066 +90	+2%	+$10.1K	0.19%	71
2022 Q2	$660K	Sell	5,976 -166	-3%	-$20.6K	0.18%	76
2022 Q1	$732K	Buy	+6,142	New	+$684K	0.17%	84
2019 Q2	–	Sell	-211	Closed	-$20K	–	359
2019 Q1	$20K	Sell	211 -56	-21%	-$5.34K	0.01%	291
2018 Q4	$23K	Buy	+267	New	+$28.6K	0.01%	259

Other funds holding EOG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Alera Investment Advisors reduced its EOG Resources (EOG) stake by 4.6% in Q3 2024, selling an estimated $15.6K and leaving 2,559 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #202.

Alera Investment Advisors first reported a position in EOG in Q4 2018 and has held it in 13 quarters since. The position peaked at $901K in Q3 2023. 1,469 funds tracked by Wall St. Rank hold EOG as of Q3 2024.

Alera Investment Advisors held 2,559 shares of EOG Resources worth $315K as of Q3 2024.
Alera Investment Advisors sold 124 EOG Resources shares in Q3 2024, an estimated $15.6K.
EOG Resources made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #202 holding.
Alera Investment Advisors first reported a position in EOG Resources in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's EOG Resources position peaked at $901K in Q3 2023.
1,469 funds tracked by Wall St. Rank held EOG Resources as of Q3 2024.

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