Marshall Wace

Marshall Wace’s Alta Equipment Group ALTG Stock Holding History

Marshall Wace’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
2026 Q1	$301K	Buy	+55,982	New	+$356K	﹤0.01%	2653
2025 Q4	–	Sell	-75,115	Closed	-$544K	–	2924
2025 Q3	$544K	Buy	+75,115	New	+$584K	﹤0.01%	2199
2024 Q4	–	Sell	-40,559	Closed	-$273K	–	2548
2024 Q3	$273K	Sell	40,559 -95,004	-70%	-$731K	﹤0.01%	2190
2024 Q2	$1.09M	Sell	135,563 -52,614	-28%	-$532K	﹤0.01%	1648
2024 Q1	$2.44M	Buy	188,177 +124,411	+195%	+$1.43M	﹤0.01%	1268
2023 Q4	$789K	Buy	+63,766	New	+$689K	﹤0.01%	1560
2023 Q1	–	Sell	-10,831	Closed	-$143K	–	2611
2022 Q4	$143K	Sell	10,831 -50,085	-82%	-$603K	﹤0.01%	2746
2022 Q3	$670K	Buy	60,916 +2,262	+4%	+$26K	﹤0.01%	2600
2022 Q2	$526K	Buy	+58,654	New	+$643K	﹤0.01%	2767
2021 Q3	–	Sell	-18,791	Closed	-$250K	–	2978
2021 Q2	$250K	Buy	+18,791	New	+$257K	﹤0.01%	2382

Other funds holding ALTG

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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