Alera Investment Advisors’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$646K	Sell	21,642 -643	-3%	-$18.7K	0.08%	112
2024 Q2	$642K	Sell	22,285 -17,185	-44%	-$460K	0.08%	101
2024 Q1	$1.04M	Sell	39,470 -385	-1%	-$9.61K	0.14%	59
2023 Q4	$950K	Sell	39,855 -463	-1%	-$10.7K	0.12%	63
2023 Q3	$932K	Sell	40,318 -64	-0.2%	-$1.51K	0.15%	58
2023 Q2	$932K	Buy	40,382 +1,423	+4%	+$32.2K	0.2%	59
2023 Q1	$841K	Buy	38,959 +12,741	+49%	+$266K	0.19%	56
2022 Q4	$574K	Buy	+26,218	New	+$584K	0.14%	94
2019 Q2	–	Sell	-1,972	Closed	-$23K	–	495
2019 Q1	$23K	Buy	1,972 +402	+26%	+$4.18K	0.01%	262
2018 Q4	$16K	Buy	+1,570	New	+$14.8K	0.01%	331

Other funds holding IBN

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Alera Investment Advisors reduced its ICICI Bank (IBN) stake by 2.9% in Q3 2024, selling an estimated $18.7K and leaving 21,642 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #112.

Alera Investment Advisors first reported a position in IBN in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2024. 532 funds tracked by Wall St. Rank hold IBN as of Q3 2024.

Alera Investment Advisors held 21,642 shares of ICICI Bank worth $646K as of Q3 2024.
Alera Investment Advisors sold 643 ICICI Bank shares in Q3 2024, an estimated $18.7K.
ICICI Bank made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #112 holding.
Alera Investment Advisors first reported a position in ICICI Bank in Q4 2018 and has held it in 10 quarters since.
Alera Investment Advisors's ICICI Bank position peaked at $1.04M in Q1 2024.
532 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2024.

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