Ellevest Inc’s Alta Equipment Group ALTG Stock Holding History

Ellevest Inc’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
2021 Q4	–	Sell	-5	Closed	–	–	1391
2021 Q3	$0	Buy	+5	New	+$66	﹤0.01%	1379

Other funds holding ALTG

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Ellevest Inc's ALTG Position: Q4 2021 in Review

Ellevest Inc sold out of Alta Equipment Group (ALTG) in Q4 2021, closing a stake of 5 shares.

Ellevest Inc first reported a position in ALTG in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 76 funds tracked by Wall St. Rank hold ALTG as of Q4 2021.

Ellevest Inc reported no remaining Alta Equipment Group position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 5 Alta Equipment Group shares in Q4 2021.
Ellevest Inc first reported a position in Alta Equipment Group in Q3 2021 and held it in 1 quarter.
Ellevest Inc's Alta Equipment Group position peaked at $0 in Q3 2021.
76 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.