Bessemer Group
ALTA

Bessemer Group’s Altabancorp ALTA Stock Holding History

Bessemer Group’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,400
Closed -$436K – 1769
2020
Q2 		$436K Hold
19,400
– – ﹤0.01% 1005
2020
Q1 		$376K Sell
19,400
-2,300
-11% -$57.5K ﹤0.01% 853
2019
Q4 		$654K Buy
21,700
+3,500
+19% +$103K ﹤0.01% 846
2019
Q3 		$515K Buy
18,200
+5,300
+41% +$150K ﹤0.01% 871
2019
Q2 		$379K Buy
+12,900
New +$370K ﹤0.01% 939
2018
Q4 		– Sell
-1,100
Closed -$37K – 2100
2018
Q3 		$37K Sell
1,100
-9,000
-89% -$321K ﹤0.01% 1327
2018
Q2 		$361K Sell
10,100
-6,100
-38% -$209K ﹤0.01% 859
2018
Q1 		$523K Sell
16,200
-3,600
-18% -$113K ﹤0.01% 773
2017
Q4 		$600K Sell
19,800
-1,500
-7% -$47.1K ﹤0.01% 756
2017
Q3 		$691K Hold
21,300
– – ﹤0.01% 751
2017
Q2 		$571K Hold
21,300
– – ﹤0.01% 824
2017
Q1 		$563K Hold
21,300
– – ﹤0.01% 864
2016
Q4 		$572K Buy
21,300
+3,600
+20% +$80.5K ﹤0.01% 856
2016
Q3 		$360K Buy
+17,700
New +$336K ﹤0.01% 862

Other funds holding ALTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Bessemer Group's ALTA Position: Q3 2020 in Review

Bessemer Group sold out of Altabancorp (ALTA) in Q3 2020, closing a stake of 19,400 shares — an estimated $436K sold.

Bessemer Group first reported a position in ALTA in Q3 2016 and held it in 14 quarters. The position peaked at $691K in Q3 2017. 78 funds tracked by Wall St. Rank hold ALTA as of Q3 2020.

  • Bessemer Group reported no remaining Altabancorp position as of Q3 2020 after selling out during the quarter.
  • Bessemer Group sold 19,400 Altabancorp shares in Q3 2020, an estimated $436K.
  • Bessemer Group first reported a position in Altabancorp in Q3 2016 and held it in 14 quarters.
  • Bessemer Group's Altabancorp position peaked at $691K in Q3 2017.
  • 78 funds tracked by Wall St. Rank held Altabancorp as of Q3 2020.

Based on Bessemer Group's 13F filing for Q3 2020, filed 12 Nov 2020.