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Alera Investment Advisors’s Illinois Tool Works ITW Stock Holding History

Alera Investment Advisors’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$372K Buy
1,420
+202
+17% +$49.7K 0.04% 176
2024
Q2 		$289K Buy
+1,218
New +$301K 0.03% 201
2019
Q2 		– Sell
-280
Closed -$40K – 533
2019
Q1 		$40K Sell
280
-30
-10% -$4.15K 0.02% 190
2018
Q4 		$39K Buy
+310
New +$40.8K 0.02% 195

Other funds holding ITW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Alera Investment Advisors increased its Illinois Tool Works (ITW) stake by 17% in Q3 2024, buying an estimated $49.7K and bringing the position to 1,420 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #176.

Alera Investment Advisors first reported a position in ITW in Q4 2018 and has held it in 4 quarters since. 1,749 funds tracked by Wall St. Rank hold ITW as of Q3 2024.

  • Alera Investment Advisors held 1,420 shares of Illinois Tool Works worth $372K as of Q3 2024.
  • Alera Investment Advisors bought 202 Illinois Tool Works shares in Q3 2024, an estimated $49.7K.
  • Illinois Tool Works made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #176 holding.
  • Alera Investment Advisors first reported a position in Illinois Tool Works in Q4 2018 and has held it in 4 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2024.

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