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Jackson Creek Investment Advisors’s Alamo Group ALG Stock Holding History

Jackson Creek Investment Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,961
Closed -$912K – 296
2023
Q2 		$912K Buy
+4,961
New +$885K 0.36% 133
2021
Q1 		– Sell
-6,778
Closed -$935K – 323
2020
Q4 		$935K Buy
+6,778
New +$878K 0.37% 142

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's ALG Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Alamo Group (ALG) in Q3 2023, closing a stake of 4,961 shares — an estimated $912K sold.

Jackson Creek Investment Advisors first reported a position in ALG in Q4 2020 and held it in 2 quarters. The position peaked at $935K in Q4 2020. 229 funds tracked by Wall St. Rank hold ALG as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Alamo Group position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,961 Alamo Group shares in Q3 2023, an estimated $912K.
  • Jackson Creek Investment Advisors first reported a position in Alamo Group in Q4 2020 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Alamo Group position peaked at $935K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Alamo Group as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.