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Sanders Morris Harris’s AlTi Global ALTI Stock Holding History

Sanders Morris Harris’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$109K – 147
2022
Q4 		$109K Hold
10,000
– – 0.04% 190
2022
Q3 		$99K Buy
+10,000
New +$98.9K 0.02% 269

Other funds holding ALTI

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Sanders Morris Harris's ALTI Position: Q1 2023 in Review

Sanders Morris Harris sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 10,000 shares — an estimated $109K sold.

Sanders Morris Harris first reported a position in ALTI in Q3 2022 and held it in 2 quarters. The position peaked at $109K in Q4 2022. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

  • Sanders Morris Harris reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
  • Sanders Morris Harris sold 10,000 AlTi Global shares in Q1 2023, an estimated $109K.
  • Sanders Morris Harris first reported a position in AlTi Global in Q3 2022 and held it in 2 quarters.
  • Sanders Morris Harris's AlTi Global position peaked at $109K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Sanders Morris Harris's 13F filing for Q1 2023, filed 7 Apr 2023.