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Disciplined Investments’s Alamo Group ALG Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1
Closed -$184 – 158
2023
Q2 		$184 Sell
1
-1
-50% -$178 ﹤0.01% 1513
2023
Q1 		$368 Hold
2
– – ﹤0.01% 1331
2022
Q4 		$283 Hold
2
– – ﹤0.01% 1355
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1203
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1234
2022
Q1 		$0 Buy
+2
New +$290 ﹤0.01% 1316

Other funds holding ALG

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's ALG Position: Q3 2023 in Review

Disciplined Investments sold out of Alamo Group (ALG) in Q3 2023, closing a stake of 1 share — an estimated $184 sold.

Disciplined Investments first reported a position in ALG in Q1 2022 and held it in 6 quarters. The position peaked at $368 in Q1 2023. 229 funds tracked by Wall St. Rank hold ALG as of Q3 2023.

  • Disciplined Investments reported no remaining Alamo Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Alamo Group share in Q3 2023, an estimated $184.
  • Disciplined Investments first reported a position in Alamo Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Alamo Group position peaked at $368 in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Alamo Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.