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Dorsey Wright & Associates’s Alta Equipment Group ALTG Stock Holding History

Dorsey Wright & Associates’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
2023
Q4 		– Sell
-1,791
Closed -$21.6K – 137
2023
Q3 		$21.6K Sell
1,791
-62
-3% -$928 0.01% 235
2023
Q2 		$32.1K Buy
1,853
+186
+11% +$2.75K 0.01% 170
2023
Q1 		$26.4K Sell
1,667
-186
-10% -$3.12K 0.01% 176
2022
Q4 		$24.4K Buy
+1,853
New +$22.3K 0.01% 225
2022
Q2 		$27K Sell
3,031
-186
-6% -$2.04K 0.01% 263
2022
Q1 		$40K Buy
+3,217
New +$42.4K 0.01% 252

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 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
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dorsey Wright & Associates's ALTG Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Alta Equipment Group (ALTG) in Q4 2023, closing a stake of 1,791 shares — an estimated $21.6K sold.

Dorsey Wright & Associates first reported a position in ALTG in Q1 2022 and held it in 6 quarters. The position peaked at $40K in Q1 2022. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Alta Equipment Group position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,791 Alta Equipment Group shares in Q4 2023, an estimated $21.6K.
  • Dorsey Wright & Associates first reported a position in Alta Equipment Group in Q1 2022 and held it in 6 quarters.
  • Dorsey Wright & Associates's Alta Equipment Group position peaked at $40K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.