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Alera Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Alera Investment Advisors’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$3K – 634
2019
Q1 		$3K Sell
40
-48
-55% -$3.24K ﹤0.01% 743
2018
Q4 		$6K Buy
+88
New +$6.31K ﹤0.01% 565

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's MKC Position: Q2 2019 in Review

Alera Investment Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2019, closing a stake of 40 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in MKC in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 837 funds tracked by Wall St. Rank hold MKC as of Q2 2019.

  • Alera Investment Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 40 McCormick & Company Non-Voting shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's McCormick & Company Non-Voting position peaked at $6K in Q4 2018.
  • 837 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.