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Samalin Investment Counsel’s Atlanticus Holdings ATLC Stock Holding History

Samalin Investment Counsel’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,105
Closed -$285K – 286
2024
Q2 		$285K Buy
10,105
+1,855
+22% +$49.5K 0.13% 223
2024
Q1 		$244K Sell
8,250
-2,350
-22% -$77.8K 0.12% 241
2023
Q4 		$410K Sell
10,600
-1,100
-9% -$34.6K 0.21% 164
2023
Q3 		$355K Sell
11,700
-700
-6% -$25.2K 0.2% 150
2023
Q2 		$521K Sell
12,400
-3,475
-22% -$114K 0.28% 105
2023
Q1 		$431K Sell
15,875
-100
-0.6% -$3.01K 0.26% 113
2022
Q4 		$419K Buy
15,975
+700
+5% +$18.7K 0.26% 115
2022
Q3 		$401K Buy
15,275
+2,325
+18% +$79.9K 0.29% 105
2022
Q2 		$455K Buy
12,950
+3,875
+43% +$155K 0.32% 97
2022
Q1 		$470K Buy
9,075
+5,825
+179% +$350K 0.29% 103
2021
Q4 		$232K Sell
3,250
-1,700
-34% -$114K 0.14% 208
2021
Q3 		$263K Buy
+4,950
New +$242K 0.17% 186

Other funds holding ATLC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Samalin Investment Counsel's ATLC Position: Q3 2024 in Review

Samalin Investment Counsel sold out of Atlanticus Holdings (ATLC) in Q3 2024, closing a stake of 10,105 shares — an estimated $285K sold.

Samalin Investment Counsel first reported a position in ATLC in Q3 2021 and held it in 12 quarters. The position peaked at $521K in Q2 2023. 60 funds tracked by Wall St. Rank hold ATLC as of Q3 2024.

  • Samalin Investment Counsel reported no remaining Atlanticus Holdings position as of Q3 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,105 Atlanticus Holdings shares in Q3 2024, an estimated $285K.
  • Samalin Investment Counsel first reported a position in Atlanticus Holdings in Q3 2021 and held it in 12 quarters.
  • Samalin Investment Counsel's Atlanticus Holdings position peaked at $521K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2024.

Based on Samalin Investment Counsel's 13F filing for Q3 2024, filed 13 Nov 2024.