Fidelity Investments

Fidelity Investments’s Alta Equipment Group ALTG Stock Holding History

Fidelity Investments’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
2026 Q1	$20.7K	Buy	3,852 +2,123	+123%	+$13.5K	﹤0.01%	4498
2025 Q4	$7.95K	Sell	1,729 -558	-24%	-$3.06K	﹤0.01%	4785
2025 Q3	$16.6K	Buy	2,287 +83	+4%	+$645	﹤0.01%	4423
2025 Q2	$13.9K	Sell	2,204 -116	-5%	-$587	﹤0.01%	4420
2025 Q1	$10.9K	Buy	2,320 +1,185	+104%	+$7.39K	﹤0.01%	4469
2024 Q4	$7.43K	Sell	1,135 -2,050	-64%	-$14.3K	﹤0.01%	4554
2024 Q3	$21.5K	Buy	3,185 +2,130	+202%	+$16.4K	﹤0.01%	4147
2024 Q2	$8.48K	Sell	1,055 -21,235	-95%	-$215K	﹤0.01%	4396
2024 Q1	$289K	Sell	22,290 -307	-1%	-$3.53K	﹤0.01%	2901
2023 Q4	$280K	Sell	22,597 -4,174	-16%	-$45.1K	﹤0.01%	2851
2023 Q3	$323K	Buy	26,771 +25,930	+3,083%	+$388K	﹤0.01%	2743
2023 Q2	$14.6K	Sell	841 -188	-18%	-$2.77K	﹤0.01%	4001
2023 Q1	$16.3K	Buy	1,029 +641	+165%	+$10.8K	﹤0.01%	3930
2022 Q4	$5.12K	Sell	388 -338	-47%	-$4.07K	﹤0.01%	4243
2022 Q3	$8K	Buy	726 +561	+340%	+$6.45K	﹤0.01%	4145
2022 Q2	$1K	Buy	165 +158	+2,257%	+$1.73K	﹤0.01%	4658
2022 Q1	$0	Buy	+7	New	+$92	﹤0.01%	4914

Other funds holding ALTG

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Dimensional Fund Advisors

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