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Alera Investment Advisors’s S&P Global SPGI Stock Holding History

Alera Investment Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$476K Sell
922
-101
-10% -$50K 0.06% 141
2024
Q2 		$456K Buy
1,023
+330
+48% +$142K 0.05% 141
2024
Q1 		$295K Buy
693
+46
+7% +$19.9K 0.04% 138
2023
Q4 		$285K Buy
647
+8
+1% +$3.16K 0.04% 143
2023
Q3 		$233K Sell
639
-40
-6% -$15.7K 0.04% 146
2023
Q2 		$272K Buy
679
+5
+0.7% +$1.83K 0.06% 150
2023
Q1 		$232K Buy
674
+4
+0.6% +$1.41K 0.05% 157
2022
Q4 		$224K Sell
670
-25
-4% -$8.24K 0.05% 160
2022
Q3 		$212K Buy
695
+30
+5% +$10.7K 0.06% 160
2022
Q2 		$224K Sell
665
-3
-0.4% -$1.07K 0.06% 167
2022
Q1 		$274K Buy
+668
New +$272K 0.06% 154
2019
Q2 		– Sell
-435
Closed -$92K – 859
2019
Q1 		$92K Buy
435
+60
+16% +$11.6K 0.04% 112
2018
Q4 		$64K Buy
+375
New +$67.2K 0.04% 150

Other funds holding SPGI

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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alera Investment Advisors reduced its S&P Global (SPGI) stake by 9.9% in Q3 2024, selling an estimated $50K and leaving 922 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #141.

Alera Investment Advisors first reported a position in SPGI in Q4 2018 and has held it in 13 quarters since. 1,928 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Alera Investment Advisors held 922 shares of S&P Global worth $476K as of Q3 2024.
  • Alera Investment Advisors sold 101 S&P Global shares in Q3 2024, an estimated $50K.
  • S&P Global made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #141 holding.
  • Alera Investment Advisors first reported a position in S&P Global in Q4 2018 and has held it in 13 quarters since.
  • 1,928 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

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