EC
ALTA

EJF Capital’s Altabancorp ALTA Stock Holding History

EJF Capital’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-90,478
Closed -$3.8M – 449
2021
Q1 		$3.8M Sell
90,478
-77,298
-46% -$2.72M 0.27% 88
2020
Q4 		$4.68M Buy
167,776
+31,379
+23% +$797K 0.47% 65
2020
Q3 		$2.74M Buy
+136,397
New +$2.78M 0.23% 89

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

EJF Capital's ALTA Position: Q2 2021 in Review

EJF Capital sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 90,478 shares — an estimated $3.8M sold.

EJF Capital first reported a position in ALTA in Q3 2020 and held it in 3 quarters. The position peaked at $4.68M in Q4 2020. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

  • EJF Capital reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
  • EJF Capital sold 90,478 Altabancorp shares in Q2 2021, an estimated $3.8M.
  • EJF Capital first reported a position in Altabancorp in Q3 2020 and held it in 3 quarters.
  • EJF Capital's Altabancorp position peaked at $4.68M in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on EJF Capital's 13F filing for Q2 2021, filed 13 Aug 2021.