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First Dallas Securities’s Alta Equipment Group ALTG Stock Holding History

First Dallas Securities’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
2023
Q4 		– Sell
-164,900
Closed -$1.99M – 127
2023
Q3 		$1.99M Buy
+164,900
New +$2.47M 0.46% 61

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Dallas Securities's ALTG Position: Q4 2023 in Review

First Dallas Securities sold out of Alta Equipment Group (ALTG) in Q4 2023, closing a stake of 164,900 shares — an estimated $1.99M sold.

First Dallas Securities first reported a position in ALTG in Q3 2023 and held it in 1 quarter. The position peaked at $1.99M in Q3 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2023.

  • First Dallas Securities reported no remaining Alta Equipment Group position as of Q4 2023 after selling out during the quarter.
  • First Dallas Securities sold 164,900 Alta Equipment Group shares in Q4 2023, an estimated $1.99M.
  • First Dallas Securities first reported a position in Alta Equipment Group in Q3 2023 and held it in 1 quarter.
  • First Dallas Securities's Alta Equipment Group position peaked at $1.99M in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.