DT
AIMC

Diversified Trust’s Altra Industrial Motion Corp AIMC Stock Holding History

Diversified Trust’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,070
Closed -$721K – 931
2022
Q4 		$721K Sell
12,070
-950
-7% -$49.9K 0.03% 324
2022
Q3 		$438K Hold
13,020
– – 0.02% 434
2022
Q2 		$459K Hold
13,020
– – 0.02% 413
2022
Q1 		$507K Buy
13,020
+1,025
+9% +$46.1K 0.02% 442
2021
Q4 		$619K Sell
11,995
-1,300
-10% -$71.4K 0.02% 391
2021
Q3 		$736K Buy
13,295
+1,500
+13% +$89.5K 0.03% 291
2021
Q2 		$767K Sell
11,795
-50
-0.4% -$3.18K 0.03% 285
2021
Q1 		$655K Buy
11,845
+100
+0.9% +$5.81K 0.03% 301
2020
Q4 		$651K Buy
11,745
+550
+5% +$27.1K 0.03% 276
2020
Q3 		$414K Sell
11,195
-1,600
-13% -$58.8K 0.02% 350
2020
Q2 		$408K Sell
12,795
-650
-5% -$17.2K 0.02% 301
2020
Q1 		$235K Buy
13,445
+1,445
+12% +$42.9K 0.01% 340
2019
Q4 		$435K Buy
12,000
+1,750
+17% +$55.6K 0.02% 271
2019
Q3 		$284K Buy
10,250
+1,200
+13% +$34.3K 0.01% 277
2019
Q2 		$325K Buy
9,050
+950
+12% +$32.8K 0.02% 274
2019
Q1 		$252K Buy
+8,100
New +$246K 0.01% 301

Other funds holding AIMC

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Diversified Trust's AIMC Position: Q1 2023 in Review

Diversified Trust sold out of Altra Industrial Motion Corp (AIMC) in Q1 2023, closing a stake of 12,070 shares — an estimated $721K sold.

Diversified Trust first reported a position in AIMC in Q1 2019 and held it in 16 quarters. The position peaked at $767K in Q2 2021. 3 funds tracked by Wall St. Rank hold AIMC as of Q1 2023.

  • Diversified Trust reported no remaining Altra Industrial Motion Corp position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 12,070 Altra Industrial Motion Corp shares in Q1 2023, an estimated $721K.
  • Diversified Trust first reported a position in Altra Industrial Motion Corp in Q1 2019 and held it in 16 quarters.
  • Diversified Trust's Altra Industrial Motion Corp position peaked at $767K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.