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Oberweis Asset Management’s Alta Equipment Group ALTG Stock Holding History

Oberweis Asset Management’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-110,100
Closed -$1.33M – 194
2023
Q3 		$1.33M Hold
110,100
– – 0.14% 170
2023
Q2 		$1.91M Buy
110,100
+2,100
+2% +$31K 0.23% 134
2023
Q1 		$1.71M Buy
108,000
+14,400
+15% +$242K 0.27% 128
2022
Q4 		$1.23M Buy
93,600
+10,600
+13% +$128K 0.26% 124
2022
Q3 		$914K Buy
+83,000
New +$954K 0.21% 112

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oberweis Asset Management's ALTG Position: Q4 2023 in Review

Oberweis Asset Management sold out of Alta Equipment Group (ALTG) in Q4 2023, closing a stake of 110,100 shares — an estimated $1.33M sold.

Oberweis Asset Management first reported a position in ALTG in Q3 2022 and held it in 5 quarters. The position peaked at $1.91M in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2023.

  • Oberweis Asset Management reported no remaining Alta Equipment Group position as of Q4 2023 after selling out during the quarter.
  • Oberweis Asset Management sold 110,100 Alta Equipment Group shares in Q4 2023, an estimated $1.33M.
  • Oberweis Asset Management first reported a position in Alta Equipment Group in Q3 2022 and held it in 5 quarters.
  • Oberweis Asset Management's Alta Equipment Group position peaked at $1.91M in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2023.

Based on Oberweis Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.