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  Name: Alera Investment Advisors LLC
  City: DEERFIELD
  State: IL
  Zip: 60015
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $764,782,000
  Total Value Change : $157,813,000
  Securities Held Change : 7
   
All Securities Held : 167
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (YOLO)1 Year Chart         YOLO Advisorshares Pure Cannabis... Closed $3.67 $0 0 0% -83,000 -24,138 0    N/A
   (MTD)1 Year Chart         MTD Mettler Toledo Internationa... Closed $1,510.25 $0 0 0% -520,000 -469 0    Scientific & Technica...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc Closed $3.03 $0 0 0% -49,000 -10,892 0    Broadcasting - Radio
   (UL)1 Year Chart         UL Unilever Plc (ADR) Closed $53.51 $0 0 0% -204,000 -4,126 0    Food - Major Diversified
   (NEM)1 Year Chart         NEM Newmont Mining Corp Closed $42.49 $0 0 0% -347,000 -9,381 0    Gold
   (AFL)1 Year Chart         AFL AFLAC Inc Closed $86.08 $0 0 0% -484,000 -6,305 0    Life & Health Insurance
   (NBHC)1 Year Chart         NBHC National Bank Holdings Corp Closed $35.51 $0 0 0% -302,000 -10,142 0    Domestic Regional Banks
   (SYK)1 Year Chart         SYK Stryker Corp Closed $330.58 $0 0 0% -937,000 -3,430 0    Medical Instruments &...
   (KMI)1 Year Chart         KMI Kinder Morgan Inc Closed $19.08 $0 0 0% -534,000 -32,232 0    Gas Utilities

      9 Records Found
  1    
Page 1 of 1
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