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Edge Capital Group’s Allient ALNT Stock Holding History

Edge Capital Group’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,513
Closed -$939K – 287
2023
Q2 		$939K Sell
23,513
-29,000
-55% -$1.05M 0.05% 179
2023
Q1 		$2.03M Hold
52,513
– – 0.13% 125
2022
Q4 		$1.83M Sell
52,513
-30,002
-36% -$989K 0.13% 109
2022
Q3 		$2.36M Buy
82,515
+76,742
+1,329% +$2.29M 0.19% 90
2022
Q2 		$243K Buy
+5,773
New +$142K 0.02% 252

Other funds holding ALNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Edge Capital Group's ALNT Position: Q3 2023 in Review

Edge Capital Group sold out of Allient (ALNT) in Q3 2023, closing a stake of 23,513 shares — an estimated $939K sold.

Edge Capital Group first reported a position in ALNT in Q2 2022 and held it in 5 quarters. The position peaked at $2.36M in Q3 2022. 123 funds tracked by Wall St. Rank hold ALNT as of Q3 2023.

  • Edge Capital Group reported no remaining Allient position as of Q3 2023 after selling out during the quarter.
  • Edge Capital Group sold 23,513 Allient shares in Q3 2023, an estimated $939K.
  • Edge Capital Group first reported a position in Allient in Q2 2022 and held it in 5 quarters.
  • Edge Capital Group's Allient position peaked at $2.36M in Q3 2022.
  • 123 funds tracked by Wall St. Rank held Allient as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.