Everence Capital Management’s Alamo Group ALG Stock Holding History

Everence Capital Management’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,800	Closed	-$324K	–	826
2024 Q3	$324K	Hold	1,800	–	–	0.02%	560
2024 Q2	$350	Hold	1,800	–	–	0.02%	498
2024 Q1	$411	Hold	1,800	–	–	0.03%	471
2023 Q4	$378K	Hold	1,800	–	–	0.03%	501
2023 Q3	$311	Hold	1,800	–	–	0.02%	533
2023 Q2	$300K	Hold	1,800	–	–	0.02%	523
2023 Q1	$331	Hold	1,800	–	–	0.03%	494
2022 Q4	$255	Hold	1,800	–	–	0.02%	600
2022 Q3	$220K	Hold	1,800	–	–	0.02%	618
2022 Q2	$210K	Hold	1,800	–	–	0.02%	624
2022 Q1	$259K	Hold	1,800	–	–	0.02%	605
2021 Q4	$265K	Hold	1,800	–	–	0.02%	630
2021 Q3	$251K	Hold	1,800	–	–	0.02%	612
2021 Q2	$275K	Hold	1,800	–	–	0.02%	588
2021 Q1	$281K	Hold	1,800	–	–	0.03%	584
2020 Q4	$248K	Buy	+1,800	New	+$233K	0.02%	579
2020 Q1	–	Sell	-1,800	Closed	-$226K	–	635
2019 Q4	$226K	Hold	1,800	–	–	0.03%	575
2019 Q3	$212K	Buy	+1,800	New	+$195K	0.03%	551

Other funds holding ALG

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

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Everence Capital Management's ALG Position: Q4 2024 in Review

Everence Capital Management sold out of Alamo Group (ALG) in Q4 2024, closing a stake of 1,800 shares — an estimated $324K sold.

Everence Capital Management first reported a position in ALG in Q3 2019 and held it in 18 quarters. The position peaked at $378K in Q4 2023. 263 funds tracked by Wall St. Rank hold ALG as of Q4 2024.

Everence Capital Management reported no remaining Alamo Group position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 1,800 Alamo Group shares in Q4 2024, an estimated $324K.
Everence Capital Management first reported a position in Alamo Group in Q3 2019 and held it in 18 quarters.
Everence Capital Management's Alamo Group position peaked at $378K in Q4 2023.
263 funds tracked by Wall St. Rank held Alamo Group as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.