HFS
AIMC

Heritage Financial Services’s Altra Industrial Motion Corp AIMC Stock Holding History

Heritage Financial Services’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-154
Closed -$5K – 543
2022
Q2 		$5K Buy
+154
New +$5.72K ﹤0.01% 356

Other funds holding AIMC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Financial Services's AIMC Position: Q3 2022 in Review

Heritage Financial Services sold out of Altra Industrial Motion Corp (AIMC) in Q3 2022, closing a stake of 154 shares — an estimated $5K sold.

Heritage Financial Services first reported a position in AIMC in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 221 funds tracked by Wall St. Rank hold AIMC as of Q3 2022.

  • Heritage Financial Services reported no remaining Altra Industrial Motion Corp position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 154 Altra Industrial Motion Corp shares in Q3 2022, an estimated $5K.
  • Heritage Financial Services first reported a position in Altra Industrial Motion Corp in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Altra Industrial Motion Corp position peaked at $5K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.