O'Shaughnessy Asset Management’s Alexander's ALX Stock Holding History

O'Shaughnessy Asset Management’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-917	Closed	-$211K	–	2198
2024 Q3	$211K	Buy	+917	New	+$212K	﹤0.01%	1657
2021 Q4	–	Sell	-1	Closed	–	–	1300
2021 Q3	$0	Hold	1	–	–	﹤0.01%	2706
2021 Q2	$0	Hold	1	–	–	﹤0.01%	2561
2021 Q1	$0	Hold	1	–	–	﹤0.01%	2362
2020 Q4	$0	Hold	1	–	–	﹤0.01%	2063
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1860
2020 Q2	$0	Buy	+1	New	+$268	﹤0.01%	1724
2020 Q1	–	Sell	-172	Closed	-$57K	–	1295
2019 Q4	$57K	Buy	+172	New	+$57.4K	﹤0.01%	934
2015 Q2	–	Sell	-12	Closed	-$5K	–	967
2015 Q1	$5K	Hold	12	–	–	﹤0.01%	818
2014 Q4	$5K	Hold	12	–	–	﹤0.01%	872
2014 Q3	$4K	Buy	12 +4	+50%	+$1.54K	﹤0.01%	859
2014 Q2	$3K	Buy	+8	New	+$2.87K	﹤0.01%	878

Other funds holding ALX

Goldman Sachs New York $871B AUM 31.28% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

O'Shaughnessy Asset Management's ALX Position: Q4 2024 in Review

O'Shaughnessy Asset Management sold out of Alexander's (ALX) in Q4 2024, closing a stake of 917 shares — an estimated $211K sold.

O'Shaughnessy Asset Management first reported a position in ALX in Q2 2014 and held it in 12 quarters. The position peaked at $211K in Q3 2024. 126 funds tracked by Wall St. Rank hold ALX as of Q4 2024.

O'Shaughnessy Asset Management reported no remaining Alexander's position as of Q4 2024 after selling out during the quarter.
O'Shaughnessy Asset Management sold 917 Alexander's shares in Q4 2024, an estimated $211K.
O'Shaughnessy Asset Management first reported a position in Alexander's in Q2 2014 and held it in 12 quarters.
O'Shaughnessy Asset Management's Alexander's position peaked at $211K in Q3 2024.
126 funds tracked by Wall St. Rank held Alexander's as of Q4 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.