AAS
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Ameritas Advisory Services’s Alico ALCO Stock Holding History

Ameritas Advisory Services’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,721
Closed -$603K – 873
2023
Q4 		$603K Sell
20,721
-2,610
-11% -$69.9K 0.03% 390
2023
Q3 		$582K Buy
+23,331
New +$580K 0.03% 466
2023
Q2 		– Sell
-20,240
Closed -$487K – 606
2023
Q1 		$487K Buy
20,240
+655
+3% +$16.8K 0.02% 480
2022
Q4 		$467K Buy
+19,585
New +$566K 0.02% 551

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Ameritas Advisory Services's ALCO Position: Q1 2024 in Review

Ameritas Advisory Services sold out of Alico (ALCO) in Q1 2024, closing a stake of 20,721 shares — an estimated $603K sold.

Ameritas Advisory Services first reported a position in ALCO in Q4 2022 and held it in 4 quarters. The position peaked at $603K in Q4 2023. 79 funds tracked by Wall St. Rank hold ALCO as of Q1 2024.

  • Ameritas Advisory Services reported no remaining Alico position as of Q1 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 20,721 Alico shares in Q1 2024, an estimated $603K.
  • Ameritas Advisory Services first reported a position in Alico in Q4 2022 and held it in 4 quarters.
  • Ameritas Advisory Services's Alico position peaked at $603K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Alico as of Q1 2024.

Based on Ameritas Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.