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Equitable Trust’s Alarm.com ALRM Stock Holding History

Equitable Trust’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,595
Closed -$415K – 470
2024
Q3 		$415K Hold
7,595
– – 0.03% 344
2024
Q2 		$483K Hold
7,595
– – 0.03% 306
2024
Q1 		$550K Hold
7,595
– – 0.04% 286
2023
Q4 		$491K Sell
7,595
-131
-2% -$7.51K 0.04% 281
2023
Q3 		$472K Hold
7,726
– – 0.04% 263
2023
Q2 		$399K Sell
7,726
-1,136
-13% -$55.9K 0.03% 294
2023
Q1 		$446K Sell
8,862
-1,063
-11% -$54.7K 0.04% 272
2022
Q4 		$491K Sell
9,925
-5,227
-34% -$288K 0.04% 263
2022
Q3 		$983K Sell
15,152
-1,406
-8% -$96.5K 0.08% 170
2022
Q2 		$1.02M Buy
16,558
+10,894
+192% +$670K 0.08% 176
2022
Q1 		$376K Buy
5,664
+3,231
+133% +$229K 0.02% 292
2021
Q4 		$206K Buy
+2,433
New +$199K 0.01% 362
2021
Q3 		– Sell
-2,655
Closed -$225K – 359
2021
Q2 		$225K Hold
2,655
– – 0.01% 341
2021
Q1 		$229K Sell
2,655
-533
-17% -$50.2K 0.02% 326
2020
Q4 		$330K Buy
+3,188
New +$231K 0.02% 284
2020
Q3 		– Sell
-3,188
Closed -$206K – 324
2020
Q2 		$206K Buy
+3,188
New +$160K 0.02% 302

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Equitable Trust's ALRM Position: Q4 2024 in Review

Equitable Trust sold out of Alarm.com (ALRM) in Q4 2024, closing a stake of 7,595 shares — an estimated $415K sold.

Equitable Trust first reported a position in ALRM in Q2 2020 and held it in 16 quarters. The position peaked at $1.02M in Q2 2022. 310 funds tracked by Wall St. Rank hold ALRM as of Q4 2024.

  • Equitable Trust reported no remaining Alarm.com position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 7,595 Alarm.com shares in Q4 2024, an estimated $415K.
  • Equitable Trust first reported a position in Alarm.com in Q2 2020 and held it in 16 quarters.
  • Equitable Trust's Alarm.com position peaked at $1.02M in Q2 2022.
  • 310 funds tracked by Wall St. Rank held Alarm.com as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.