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Fernwood Investment Management’s Alamo Group ALG Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-72
Closed -$16.4K – 214
2024
Q1 		$16.4K Buy
+72
New +$15.1K ﹤0.01% 478

Other funds holding ALG

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's ALG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Alamo Group (ALG) in Q2 2024, closing a stake of 72 shares — an estimated $16.4K sold.

Fernwood Investment Management first reported a position in ALG in Q1 2024 and held it in 1 quarter. The position peaked at $16.4K in Q1 2024. 254 funds tracked by Wall St. Rank hold ALG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Alamo Group position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 72 Alamo Group shares in Q2 2024, an estimated $16.4K.
  • Fernwood Investment Management first reported a position in Alamo Group in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Alamo Group position peaked at $16.4K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Alamo Group as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.