IECM
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Intrinsic Edge Capital Management’s Alarm.com ALRM Stock Holding History

Intrinsic Edge Capital Management’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-122,480
Closed -$10.4M – 216
2021
Q2 		$10.4M Buy
122,480
+43,928
+56% +$3.75M 0.62% 61
2021
Q1 		$6.79M Sell
78,552
-109,321
-58% -$10.3M 0.47% 79
2020
Q4 		$19.4M Sell
187,873
-21,870
-10% -$1.59M 1.45% 11
2020
Q3 		$11.6M Buy
209,743
+10,402
+5% +$643K 0.9% 20
2020
Q2 		$12.9M Buy
199,341
+49,685
+33% +$2.5M 1.24% 17
2020
Q1 		$5.82M Buy
+149,656
New +$6.52M 0.81% 41
2019
Q3 		– Sell
-17,087
Closed -$914K – 146
2019
Q2 		$914K Sell
17,087
-24,000
-58% -$1.48M 0.13% 108
2019
Q1 		$2.67M Sell
41,087
-401,516
-91% -$24.4M 0.45% 61
2018
Q4 		$23M Buy
442,603
+367,516
+489% +$17.8M 3.9% 2
2018
Q3 		$4.31M Sell
75,087
-97,155
-56% -$4.88M 0.69% 57
2018
Q2 		$6.96M Buy
+172,242
New +$7.15M 0.82% 51

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