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KB Financial Partners’s Alta Equipment Group ALTG Stock Holding History

KB Financial Partners’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
Q3 		$230K Buy
19,078
+320
+2% +$4.79K 0.07% 161
2023
Q2 		$325K Buy
+18,758
New +$277K 0.09% 142

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

KB Financial Partners's ALTG Position: Q3 2023 in Review

KB Financial Partners increased its Alta Equipment Group (ALTG) stake by 1.7% in Q3 2023, buying an estimated $4.79K and bringing the position to 19,078 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #161.

KB Financial Partners first reported a position in ALTG in Q2 2023 and has held it in 2 quarters since. The position peaked at $325K in Q2 2023. 112 funds tracked by Wall St. Rank hold ALTG as of Q3 2023.

  • KB Financial Partners held 19,078 shares of Alta Equipment Group worth $230K as of Q3 2023.
  • KB Financial Partners bought 320 Alta Equipment Group shares in Q3 2023, an estimated $4.79K.
  • Alta Equipment Group made up 0.07% of KB Financial Partners's portfolio in Q3 2023, its #161 holding.
  • KB Financial Partners first reported a position in Alta Equipment Group in Q2 2023 and has held it in 2 quarters since.
  • KB Financial Partners's Alta Equipment Group position peaked at $325K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.