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Moody Lynn & Lieberson’s Alexandria Real Estate Equities ARE Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-1,324
Closed -$295K – 232
2021
Q4 		$295K Buy
1,324
+7
+0.5% +$1.45K 0.02% 204
2021
Q3 		$252K Sell
1,317
-12
-0.9% -$2.39K 0.02% 207
2021
Q2 		$242K Buy
+1,329
New +$238K 0.02% 202

Other funds holding ARE

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Lynn & Lieberson's ARE Position: Q1 2022 in Review

Moody Lynn & Lieberson sold out of Alexandria Real Estate Equities (ARE) in Q1 2022, closing a stake of 1,324 shares — an estimated $295K sold.

Moody Lynn & Lieberson first reported a position in ARE in Q2 2021 and held it in 3 quarters. The position peaked at $295K in Q4 2021. 634 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

  • Moody Lynn & Lieberson reported no remaining Alexandria Real Estate Equities position as of Q1 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 1,324 Alexandria Real Estate Equities shares in Q1 2022, an estimated $295K.
  • Moody Lynn & Lieberson first reported a position in Alexandria Real Estate Equities in Q2 2021 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Alexandria Real Estate Equities position peaked at $295K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2022, filed 27 Apr 2022.