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Alera Investment Advisors’s Equinix EQIX Stock Holding History

Alera Investment Advisors’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$244K Sell
275
-151
-35% -$124K 0.03% 238
2024
Q2 		$322K Buy
+426
New +$323K 0.04% 186
2024
Q1 		– Sell
-409
Closed -$329K – 172
2023
Q4 		$329K Buy
409
+35
+9% +$26.9K 0.04% 138
2023
Q3 		$272K Sell
374
-12
-3% -$9.29K 0.04% 140
2023
Q2 		$303K Buy
386
+15
+4% +$11K 0.07% 144
2023
Q1 		$268K Hold
371
– – 0.06% 152
2022
Q4 		$243K Sell
371
-4
-1% -$2.47K 0.06% 154
2022
Q3 		$213K Sell
375
-2
-0.5% -$1.31K 0.06% 159
2022
Q2 		$248K Buy
377
+38
+11% +$26.3K 0.07% 158
2022
Q1 		$252K Buy
+339
New +$244K 0.06% 162
2019
Q2 		– Sell
-169
Closed -$77K – 363
2019
Q1 		$77K Buy
169
+2
+1% +$814 0.04% 122
2018
Q4 		$59K Buy
+167
New +$65.1K 0.04% 158

Other funds holding EQIX

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Alera Investment Advisors reduced its Equinix (EQIX) stake by 35% in Q3 2024, selling an estimated $124K and leaving 275 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #238.

Alera Investment Advisors first reported a position in EQIX in Q4 2018 and has held it in 12 quarters since. The position peaked at $329K in Q4 2023. 1,146 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

  • Alera Investment Advisors held 275 shares of Equinix worth $244K as of Q3 2024.
  • Alera Investment Advisors sold 151 Equinix shares in Q3 2024, an estimated $124K.
  • Equinix made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #238 holding.
  • Alera Investment Advisors first reported a position in Equinix in Q4 2018 and has held it in 12 quarters since.
  • Alera Investment Advisors's Equinix position peaked at $329K in Q4 2023.
  • 1,146 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

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