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Lindbrook Capital’s Alta Equipment Group ALTG Stock Holding History

Lindbrook Capital’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
2024
Q2 		– Sell
-26
Closed -$337 – 2760
2024
Q1 		$337 Hold
26
– – ﹤0.01% 2559
2023
Q4 		$322 Sell
26
-93
-78% -$1K ﹤0.01% 2622
2023
Q3 		$1.44K Hold
119
– – ﹤0.01% 2238
2023
Q2 		$2.06K Hold
119
– – ﹤0.01% 2138
2023
Q1 		$1.89K Hold
119
– – ﹤0.01% 2270
2022
Q4 		$1.57K Hold
119
– – ﹤0.01% 2343
2022
Q3 		$1K Buy
+119
New +$1.37K ﹤0.01% 2221

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Lindbrook Capital's ALTG Position: Q2 2024 in Review

Lindbrook Capital sold out of Alta Equipment Group (ALTG) in Q2 2024, closing a stake of 26 shares — an estimated $337 sold.

Lindbrook Capital first reported a position in ALTG in Q3 2022 and held it in 7 quarters. The position peaked at $2.06K in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q2 2024.

  • Lindbrook Capital reported no remaining Alta Equipment Group position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 26 Alta Equipment Group shares in Q2 2024, an estimated $337.
  • Lindbrook Capital first reported a position in Alta Equipment Group in Q3 2022 and held it in 7 quarters.
  • Lindbrook Capital's Alta Equipment Group position peaked at $2.06K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.