Bank of Montreal
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Bank of Montreal’s Alta Equipment Group ALTG Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-354,027
Closed -$4.59M – 3830
2024
Q1 		$4.59M Buy
354,027
+250,302
+241% +$2.88M ﹤0.01% 1261
2023
Q4 		$1.33M Buy
+103,725
New +$1.12M ﹤0.01% 1901
2023
Q1 		– Sell
-79,765
Closed -$1.06M – 3769
2022
Q4 		$1.06M Buy
+79,765
New +$961K ﹤0.01% 2142
2021
Q2 		– Sell
-487
Closed -$6K – 3670
2021
Q1 		$6K Sell
487
-2,193
-82% -$23.9K ﹤0.01% 4558
2020
Q4 		$28K Buy
2,680
+1,891
+240% +$16.3K ﹤0.01% 4250
2020
Q3 		$6K Sell
789
-572
-42% -$4.54K ﹤0.01% 4324
2020
Q2 		$10K Buy
+1,361
New +$8.41K ﹤0.01% 4151

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's ALTG Position: Q2 2024 in Review

Bank of Montreal sold out of Alta Equipment Group (ALTG) in Q2 2024, closing a stake of 354,027 shares — an estimated $4.59M sold.

Bank of Montreal first reported a position in ALTG in Q2 2020 and held it in 7 quarters. The position peaked at $4.59M in Q1 2024. 115 funds tracked by Wall St. Rank hold ALTG as of Q2 2024.

  • Bank of Montreal reported no remaining Alta Equipment Group position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 354,027 Alta Equipment Group shares in Q2 2024, an estimated $4.59M.
  • Bank of Montreal first reported a position in Alta Equipment Group in Q2 2020 and held it in 7 quarters.
  • Bank of Montreal's Alta Equipment Group position peaked at $4.59M in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.