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Hillsdale Investment Management’s Alta Equipment Group ALTG Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-98,755
Closed -$1.57M – 554
2023
Q1 		$1.57M Sell
98,755
-169,245
-63% -$2.84M 0.13% 171
2022
Q4 		$3.53M Buy
268,000
+36,068
+16% +$434K 0.3% 125
2022
Q3 		$2.55M Buy
+231,932
New +$2.67M 0.23% 147

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's ALTG Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Alta Equipment Group (ALTG) in Q2 2023, closing a stake of 98,755 shares — an estimated $1.57M sold.

Hillsdale Investment Management first reported a position in ALTG in Q3 2022 and held it in 3 quarters. The position peaked at $3.53M in Q4 2022. 111 funds tracked by Wall St. Rank hold ALTG as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Alta Equipment Group position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 98,755 Alta Equipment Group shares in Q2 2023, an estimated $1.57M.
  • Hillsdale Investment Management first reported a position in Alta Equipment Group in Q3 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's Alta Equipment Group position peaked at $3.53M in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.