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B. Riley Financial’s Alta Equipment Group ALTG Stock Holding History

B. Riley Financial’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,609,763
Closed -$44.7M – 17
2023
Q4 		$44.7M Hold
3,609,763
– – 28.45% 1
2023
Q3 		$43.5M Sell
3,609,763
-2,530,000
-41% -$37.8M 14.67% 2
2023
Q2 		$106M Buy
6,139,763
+139,000
+2% +$2.05M 27.58% 2
2023
Q1 		$95.1M Hold
6,000,763
– – 24.88% 2
2022
Q4 		$79.2M Hold
6,000,763
– – 17.76% 2
2022
Q3 		$66.1M Buy
6,000,763
+33,198
+0.6% +$382K 11.73% 3
2022
Q2 		$53.5M Buy
5,967,565
+329,318
+6% +$3.61M 11.95% 2
2022
Q1 		$69.7M Buy
5,638,247
+550,984
+11% +$7.26M 12.04% 2
2021
Q4 		$74.5M Sell
5,087,263
-1,170,466
-19% -$17.2M 8.38% 3
2021
Q3 		$85.9M Buy
6,257,729
+41,367
+0.7% +$542K 10.87% 3
2021
Q2 		$82.6M Buy
6,216,362
+368,045
+6% +$5.03M 10.89% 3
2021
Q1 		$76M Hold
5,848,317
– – 8.46% 4
2020
Q4 		$57.8M Hold
5,848,317
– – 9.36% 4
2020
Q3 		$45.8M Hold
5,848,317
– – 12.05% 2
2020
Q2 		$45.4M Hold
5,848,317
– – 16.46% 2
2020
Q1 		$25M Buy
5,848,317
+5,823,317
+23,293% +$49.9M 17.07% 2
2019
Q4 		$250K Buy
+25,000
New +$249K 0.06% 29

Other funds holding ALTG

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Financial's ALTG Position: Q1 2024 in Review

B. Riley Financial sold out of Alta Equipment Group (ALTG) in Q1 2024, closing a stake of 3,609,763 shares — an estimated $44.7M sold.

B. Riley Financial first reported a position in ALTG in Q4 2019 and held it in 17 quarters. The position peaked at $106M in Q2 2023. 123 funds tracked by Wall St. Rank hold ALTG as of Q1 2024.

  • B. Riley Financial reported no remaining Alta Equipment Group position as of Q1 2024 after selling out during the quarter.
  • B. Riley Financial sold 3,609,763 Alta Equipment Group shares in Q1 2024, an estimated $44.7M.
  • B. Riley Financial first reported a position in Alta Equipment Group in Q4 2019 and held it in 17 quarters.
  • B. Riley Financial's Alta Equipment Group position peaked at $106M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2024.

Based on B. Riley Financial's 13F filing for Q1 2024, filed 13 May 2024.