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Oak Family Advisors’s Alight ALIT Stock Holding History

Oak Family Advisors’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
Q1 		– Sell
-1,608
Closed -$223K – 106
2024
Q4 		$223K Sell
1,608
-2,538
-61% -$373K 0.08% 104
2024
Q3 		$614K Buy
+4,146
New +$595K 0.19% 83

Other funds holding ALIT

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Oak Family Advisors's ALIT Position: Q1 2025 in Review

Oak Family Advisors sold out of Alight (ALIT) in Q1 2025, closing a stake of 1,608 shares — an estimated $223K sold.

Oak Family Advisors first reported a position in ALIT in Q3 2024 and held it in 2 quarters. The position peaked at $614K in Q3 2024. 259 funds tracked by Wall St. Rank hold ALIT as of Q1 2025.

  • Oak Family Advisors reported no remaining Alight position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 1,608 Alight shares in Q1 2025, an estimated $223K.
  • Oak Family Advisors first reported a position in Alight in Q3 2024 and held it in 2 quarters.
  • Oak Family Advisors's Alight position peaked at $614K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Alight as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.