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Rockbridge Investment Management’s Alta Equipment Group ALTG Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-100
Closed -$1.24K – 141
2023
Q4 		$1.24K Buy
+100
New +$1.08K ﹤0.01% 577
2022
Q3 		– Sell
-100
Closed -$897 – 118
2022
Q2 		$897 Hold
100
– – ﹤0.01% 584
2022
Q1 		$1.38K Hold
100
– – ﹤0.01% 717
2021
Q4 		$1K Hold
100
– – ﹤0.01% 749
2021
Q3 		$1K Hold
100
– – ﹤0.01% 697
2021
Q2 		$1K Hold
100
– – ﹤0.01% 693
2021
Q1 		$1K Hold
100
– – ﹤0.01% 675
2020
Q4 		$1K Hold
100
– – ﹤0.01% 650
2020
Q3 		$1K Hold
100
– – ﹤0.01% 606
2020
Q2 		$1K Buy
+100
New +$618 ﹤0.01% 584

Other funds holding ALTG

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockbridge Investment Management's ALTG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Alta Equipment Group (ALTG) in Q1 2024, closing a stake of 100 shares — an estimated $1.24K sold.

Rockbridge Investment Management first reported a position in ALTG in Q2 2020 and held it in 10 quarters. The position peaked at $1.38K in Q1 2022. 123 funds tracked by Wall St. Rank hold ALTG as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Alta Equipment Group position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 100 Alta Equipment Group shares in Q1 2024, an estimated $1.24K.
  • Rockbridge Investment Management first reported a position in Alta Equipment Group in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Alta Equipment Group position peaked at $1.38K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.