Mason Morfit’s Alarm.com ALRM Stock Holding History

Mason Morfit’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-585,400	Closed	-$35.8M	–	15
2023 Q3	$35.8M	Buy	+585,400	New	+$33.1M	0.8%	11

Other funds holding ALRM

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Mason Morfit's ALRM Position: Q4 2023 in Review

Mason Morfit sold out of Alarm.com (ALRM) in Q4 2023, closing a stake of 585,400 shares — an estimated $35.8M sold.

Mason Morfit first reported a position in ALRM in Q3 2023 and held it in 1 quarter. The position peaked at $35.8M in Q3 2023. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

Mason Morfit reported no remaining Alarm.com position as of Q4 2023 after selling out during the quarter.
Mason Morfit sold 585,400 Alarm.com shares in Q4 2023, an estimated $35.8M.
Mason Morfit first reported a position in Alarm.com in Q3 2023 and held it in 1 quarter.
Mason Morfit's Alarm.com position peaked at $35.8M in Q3 2023.
286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on ValueAct Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.