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Alera Investment Advisors’s Zoetis ZTS Stock Holding History

Alera Investment Advisors’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$447K Sell
2,290
-308
-12% -$56.8K 0.05% 148
2024
Q2 		$450K Buy
+2,598
New +$432K 0.05% 142
2019
Q2 		– Sell
-142
Closed -$14K – 1048
2019
Q1 		$14K Sell
142
-56
-28% -$5.08K 0.01% 394
2018
Q4 		$17K Buy
+198
New +$17.8K 0.01% 324

Other funds holding ZTS

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Alera Investment Advisors reduced its Zoetis (ZTS) stake by 12% in Q3 2024, selling an estimated $56.8K and leaving 2,290 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #148.

Alera Investment Advisors first reported a position in ZTS in Q4 2018 and has held it in 4 quarters since. The position peaked at $450K in Q2 2024. 1,783 funds tracked by Wall St. Rank hold ZTS as of Q3 2024.

  • Alera Investment Advisors held 2,290 shares of Zoetis worth $447K as of Q3 2024.
  • Alera Investment Advisors sold 308 Zoetis shares in Q3 2024, an estimated $56.8K.
  • Zoetis made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #148 holding.
  • Alera Investment Advisors first reported a position in Zoetis in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's Zoetis position peaked at $450K in Q2 2024.
  • 1,783 funds tracked by Wall St. Rank held Zoetis as of Q3 2024.

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