Mount Yale Investment Advisors’s Altra Industrial Motion Corp AIMC Stock Holding History

Mount Yale Investment Advisors’s Portfolio AIMC Stock Details AIMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,385	Closed	-$226K	–	508
2021 Q4	$226K	Sell	4,385 -73	-2%	-$4.01K	0.02%	431
2021 Q3	$247K	Sell	4,458 -624	-12%	-$37.2K	0.03%	399
2021 Q2	$330K	Sell	5,082 -45	-0.9%	-$2.86K	0.04%	305
2021 Q1	$284K	Buy	5,127 +563	+12%	+$32.7K	0.04%	327
2020 Q4	$253K	Sell	4,564 -1,809	-28%	-$89.1K	0.04%	337
2020 Q3	$236K	Buy	+6,373	New	+$234K	0.03%	303

Other funds holding AIMC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors's AIMC Position: Q1 2022 in Review

Mount Yale Investment Advisors sold out of Altra Industrial Motion Corp (AIMC) in Q1 2022, closing a stake of 4,385 shares — an estimated $226K sold.

Mount Yale Investment Advisors first reported a position in AIMC in Q3 2020 and held it in 6 quarters. The position peaked at $330K in Q2 2021. 233 funds tracked by Wall St. Rank hold AIMC as of Q1 2022.

Mount Yale Investment Advisors reported no remaining Altra Industrial Motion Corp position as of Q1 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,385 Altra Industrial Motion Corp shares in Q1 2022, an estimated $226K.
Mount Yale Investment Advisors first reported a position in Altra Industrial Motion Corp in Q3 2020 and held it in 6 quarters.
Mount Yale Investment Advisors's Altra Industrial Motion Corp position peaked at $330K in Q2 2021.
233 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.