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OneDigital Investment Advisors’s Alta Equipment Group ALTG Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-27,200
Closed -$183K – 1400
2024
Q3 		$183K Buy
27,200
+912
+3% +$7.01K ﹤0.01% 1372
2024
Q2 		$211K Buy
26,288
+2,057
+8% +$20.8K ﹤0.01% 1269
2024
Q1 		$314K Buy
24,231
+4,167
+21% +$47.9K ﹤0.01% 891
2023
Q4 		$248K Sell
20,064
-539
-3% -$5.82K ﹤0.01% 977
2023
Q3 		$248K Buy
20,603
+320
+2% +$4.79K 0.01% 866
2023
Q2 		$352K Buy
+20,283
New +$299K 0.01% 763

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's ALTG Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Alta Equipment Group (ALTG) in Q4 2024, closing a stake of 27,200 shares — an estimated $183K sold.

OneDigital Investment Advisors first reported a position in ALTG in Q2 2023 and held it in 6 quarters. The position peaked at $352K in Q2 2023. 103 funds tracked by Wall St. Rank hold ALTG as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Alta Equipment Group position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 27,200 Alta Equipment Group shares in Q4 2024, an estimated $183K.
  • OneDigital Investment Advisors first reported a position in Alta Equipment Group in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's Alta Equipment Group position peaked at $352K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.