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Oak Ridge Investments’s Alarm.com ALRM Stock Holding History

Oak Ridge Investments’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
2024
Q3 		– Sell
-56,270
Closed -$3.58M – 153
2024
Q2 		$3.58M Sell
56,270
-6,906
-11% -$457K 0.34% 66
2024
Q1 		$4.58M Buy
63,176
+173
+0.3% +$11.8K 0.46% 61
2023
Q4 		$4.07M Sell
63,003
-7,484
-11% -$429K 0.47% 60
2023
Q3 		$4.31M Buy
+70,487
New +$3.98M 0.55% 58
2018
Q1 		– Sell
-265,621
Closed -$10M – 160
2017
Q4 		$10M Sell
265,621
-113,071
-30% -$4.88M 0.48% 82
2017
Q3 		$17.1M Sell
378,692
-127,805
-25% -$5.29M 0.7% 60
2017
Q2 		$19.1M Buy
+506,497
New +$17M 0.61% 64

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Ridge Investments's ALRM Position: Q3 2024 in Review

Oak Ridge Investments sold out of Alarm.com (ALRM) in Q3 2024, closing a stake of 56,270 shares — an estimated $3.58M sold.

Oak Ridge Investments first reported a position in ALRM in Q2 2017 and held it in 7 quarters. The position peaked at $19.1M in Q2 2017. 299 funds tracked by Wall St. Rank hold ALRM as of Q3 2024.

  • Oak Ridge Investments reported no remaining Alarm.com position as of Q3 2024 after selling out during the quarter.
  • Oak Ridge Investments sold 56,270 Alarm.com shares in Q3 2024, an estimated $3.58M.
  • Oak Ridge Investments first reported a position in Alarm.com in Q2 2017 and held it in 7 quarters.
  • Oak Ridge Investments's Alarm.com position peaked at $19.1M in Q2 2017.
  • 299 funds tracked by Wall St. Rank held Alarm.com as of Q3 2024.

Based on Oak Ridge Investments's 13F filing for Q3 2024, filed 28 Oct 2024.