Claris Advisors’s Alamo Group ALG Stock Holding History

Claris Advisors’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$180	–	109
2024 Q3	$180	Buy	+1	New	+$178	﹤0.01%	990

Other funds holding ALG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Claris Advisors's ALG Position: Q4 2024 in Review

Claris Advisors sold out of Alamo Group (ALG) in Q4 2024, closing a stake of 1 share — an estimated $180 sold.

Claris Advisors first reported a position in ALG in Q3 2024 and held it in 1 quarter. The position peaked at $180 in Q3 2024. 263 funds tracked by Wall St. Rank hold ALG as of Q4 2024.

Claris Advisors reported no remaining Alamo Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Alamo Group share in Q4 2024, an estimated $180.
Claris Advisors first reported a position in Alamo Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Alamo Group position peaked at $180 in Q3 2024.
263 funds tracked by Wall St. Rank held Alamo Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.