Mark Sheptoff Financial Planning’s Alight ALIT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALIT Stock Details ALIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$593	–	514
2025 Q1	$593	Hold	5	–	–	﹤0.01%	425
2024 Q4	$692	Hold	5	–	–	﹤0.01%	412
2024 Q3	$740	Hold	5	–	–	﹤0.01%	411
2024 Q2	$738	Hold	5	–	–	﹤0.01%	409
2024 Q1	$985	Hold	5	–	–	﹤0.01%	375
2023 Q4	$853	Hold	5	–	–	﹤0.01%	374
2023 Q3	$709	Hold	5	–	–	﹤0.01%	362
2023 Q2	$924	Hold	5	–	–	﹤0.01%	365
2023 Q1	$921	Hold	5	–	–	﹤0.01%	363
2022 Q4	$836	Hold	5	–	–	﹤0.01%	371
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	339
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	351
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	395
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	424
2021 Q3	$1K	Buy	+5	New	+$1.05K	﹤0.01%	375

Other funds holding ALIT

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALIT Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Alight (ALIT) in Q2 2025, closing a stake of 5 shares — an estimated $593 sold.

Mark Sheptoff Financial Planning first reported a position in ALIT in Q3 2021 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 260 funds tracked by Wall St. Rank hold ALIT as of Q2 2025.

Mark Sheptoff Financial Planning reported no remaining Alight position as of Q2 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 5 Alight shares in Q2 2025, an estimated $593.
Mark Sheptoff Financial Planning first reported a position in Alight in Q3 2021 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Alight position peaked at $1K in Q3 2022.
260 funds tracked by Wall St. Rank held Alight as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.