Moody Aldrich Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Moody Aldrich Partners’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,473	Closed	-$359K	–	150
2022 Q2	$359K	Sell	2,473 -20	-0.8%	-$3.39K	0.07%	123
2022 Q1	$502K	Buy	2,493 +613	+33%	+$120K	0.07%	113
2021 Q4	$419K	Sell	1,880 -23	-1%	-$4.76K	0.06%	128
2021 Q3	$364K	Sell	1,903 -1	-0.1%	-$199	0.05%	143
2021 Q2	$346K	Sell	1,904 -28	-1%	-$5.01K	0.05%	142
2021 Q1	$317K	Buy	1,932 +312	+19%	+$52K	0.05%	153
2020 Q4	$289K	Buy	+1,620	New	+$268K	0.05%	148
2020 Q3	–	Sell	-1,385	Closed	-$225K	–	156
2020 Q2	$225K	Sell	1,385 -81	-6%	-$12.4K	0.05%	151
2020 Q1	$201K	Sell	1,466 -6	-0.4%	-$939	0.06%	131
2019 Q4	$238K	Buy	+1,472	New	+$232K	0.05%	142

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Aldrich Partners's ARE Position: Q3 2022 in Review

Moody Aldrich Partners sold out of Alexandria Real Estate Equities (ARE) in Q3 2022, closing a stake of 2,473 shares — an estimated $359K sold.

Moody Aldrich Partners first reported a position in ARE in Q4 2019 and held it in 10 quarters. The position peaked at $502K in Q1 2022. 617 funds tracked by Wall St. Rank hold ARE as of Q3 2022.

Moody Aldrich Partners reported no remaining Alexandria Real Estate Equities position as of Q3 2022 after selling out during the quarter.
Moody Aldrich Partners sold 2,473 Alexandria Real Estate Equities shares in Q3 2022, an estimated $359K.
Moody Aldrich Partners first reported a position in Alexandria Real Estate Equities in Q4 2019 and held it in 10 quarters.
Moody Aldrich Partners's Alexandria Real Estate Equities position peaked at $502K in Q1 2022.
617 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2022.

Based on Moody Aldrich Partners's 13F filing for Q3 2022, filed 18 Oct 2022.