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 $4.57B AUM 4.97% 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 $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return