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Phase 2 Partners’s Alta Equipment Group ALTG Stock Holding History

Phase 2 Partners’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
Q3 		– Sell
-42,417
Closed -$735K – 21
2023
Q2 		$735K Buy
+42,417
New +$626K 0.33% 22

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phase 2 Partners's ALTG Position: Q3 2023 in Review

Phase 2 Partners sold out of Alta Equipment Group (ALTG) in Q3 2023, closing a stake of 42,417 shares — an estimated $735K sold.

Phase 2 Partners first reported a position in ALTG in Q2 2023 and held it in 1 quarter. The position peaked at $735K in Q2 2023. 112 funds tracked by Wall St. Rank hold ALTG as of Q3 2023.

  • Phase 2 Partners reported no remaining Alta Equipment Group position as of Q3 2023 after selling out during the quarter.
  • Phase 2 Partners sold 42,417 Alta Equipment Group shares in Q3 2023, an estimated $735K.
  • Phase 2 Partners first reported a position in Alta Equipment Group in Q2 2023 and held it in 1 quarter.
  • Phase 2 Partners's Alta Equipment Group position peaked at $735K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2023.

Based on Phase 2 Partners's 13F filing for Q3 2023, filed 14 Nov 2023.