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Mesirow Financial Investment Management’s AlTi Global ALTI Stock Holding History

Mesirow Financial Investment Management’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-35,666
Closed -$254K – 529
2023
Q4 		$254K Hold
35,666
– – 0.01% 473
2023
Q3 		$248K Buy
35,666
+15,642
+78% +$116K 1.08% 59
2023
Q2 		$153K Buy
+20,024
New +$140K 0.65% 79

Other funds holding ALTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mesirow Financial Investment Management's ALTI Position: Q1 2024 in Review

Mesirow Financial Investment Management sold out of AlTi Global (ALTI) in Q1 2024, closing a stake of 35,666 shares — an estimated $254K sold.

Mesirow Financial Investment Management first reported a position in ALTI in Q2 2023 and held it in 3 quarters. The position peaked at $254K in Q4 2023. 42 funds tracked by Wall St. Rank hold ALTI as of Q1 2024.

  • Mesirow Financial Investment Management reported no remaining AlTi Global position as of Q1 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 35,666 AlTi Global shares in Q1 2024, an estimated $254K.
  • Mesirow Financial Investment Management first reported a position in AlTi Global in Q2 2023 and held it in 3 quarters.
  • Mesirow Financial Investment Management's AlTi Global position peaked at $254K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held AlTi Global as of Q1 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.