Parallel Advisors’s Alta Equipment Group ALTG Stock Holding History

Parallel 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
2023 Q4	–	Sell	-157	Closed	-$1.89K	–	3319
2023 Q3	$1.89K	Hold	157	–	–	﹤0.01%	2838
2023 Q2	$2.72K	Hold	157	–	–	﹤0.01%	2663
2023 Q1	$2.49K	Hold	157	–	–	﹤0.01%	2688
2022 Q4	$2.07K	Hold	157	–	–	﹤0.01%	2669
2022 Q3	$2K	Buy	+157	New	+$1.8K	﹤0.01%	2574

Other funds holding ALTG

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parallel Advisors's ALTG Position: Q4 2023 in Review

Parallel Advisors sold out of Alta Equipment Group (ALTG) in Q4 2023, closing a stake of 157 shares — an estimated $1.89K sold.

Parallel Advisors first reported a position in ALTG in Q3 2022 and held it in 5 quarters. The position peaked at $2.72K in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2023.

Parallel Advisors reported no remaining Alta Equipment Group position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 157 Alta Equipment Group shares in Q4 2023, an estimated $1.89K.
Parallel Advisors first reported a position in Alta Equipment Group in Q3 2022 and held it in 5 quarters.
Parallel Advisors's Alta Equipment Group position peaked at $2.72K in Q2 2023.
115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.