WIL
ALR

Winifred I. Li’s Alere Inc ALR Stock Holding History

Winifred I. Li’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
Q4 		$52K Hold
1,380
– – 0.05% 279
2014
Q3 		$54K Hold
1,380
– – 0.05% 279
2014
Q2 		$52K Buy
+1,380
New +$49.1K 0.04% 292

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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return

Winifred I. Li's ALR Position: Q4 2014 in Review

Winifred I. Li held its Alere Inc (ALR) position steady in Q4 2014 at 1,380 shares worth $52K. The position accounts for 0.05% of the portfolio, ranked #279.

Winifred I. Li first reported a position in ALR in Q2 2014 and has held it in 3 quarters since. The position peaked at $54K in Q3 2014. 191 funds tracked by Wall St. Rank hold ALR as of Q4 2014.

  • Winifred I. Li held 1,380 shares of Alere Inc worth $52K as of Q4 2014.
  • Winifred I. Li left its Alere Inc share count unchanged in Q4 2014.
  • Alere Inc made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #279 holding.
  • Winifred I. Li first reported a position in Alere Inc in Q2 2014 and has held it in 3 quarters since.
  • Winifred I. Li's Alere Inc position peaked at $54K in Q3 2014.
  • 191 funds tracked by Wall St. Rank held Alere Inc as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.