SFPIA
ALR

Stevens First Principles Investment Advisors’s Alere Inc ALR Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,300
Closed -$119K – 230
2013
Q4 		$119K Hold
3,300
– – 0.07% 107
2013
Q3 		$101K Buy
+3,300
New +$100K 0.06% 114

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stevens First Principles Investment Advisors's ALR Position: Q1 2014 in Review

Stevens First Principles Investment Advisors sold out of Alere Inc (ALR) in Q1 2014, closing a stake of 3,300 shares — an estimated $119K sold.

Stevens First Principles Investment Advisors first reported a position in ALR in Q3 2013 and held it in 2 quarters. The position peaked at $119K in Q4 2013. 194 funds tracked by Wall St. Rank hold ALR as of Q1 2014.

  • Stevens First Principles Investment Advisors reported no remaining Alere Inc position as of Q1 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 3,300 Alere Inc shares in Q1 2014, an estimated $119K.
  • Stevens First Principles Investment Advisors first reported a position in Alere Inc in Q3 2013 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Alere Inc position peaked at $119K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held Alere Inc as of Q1 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2014, filed 15 May 2014.