Shaker Investments’s Allient ALNT Stock Holding History

Shaker Investments’s Portfolio ALNT Stock Details ALNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,363	Closed	-$338K	–	92
2024 Q2	$338K	Buy	13,363 +97	+0.7%	+$2.78K	0.15%	83
2024 Q1	$473K	Buy	13,266 +155	+1%	+$4.63K	0.2%	83
2023 Q4	$396K	Buy	13,111 +85	+0.7%	+$2.4K	0.18%	76
2023 Q3	$403K	Buy	13,026 +6,831	+110%	+$237K	0.22%	73
2023 Q2	$247K	Buy	6,195 +120	+2%	+$4.37K	0.13%	88
2023 Q1	$235K	Buy	+6,075	New	+$241K	0.13%	85

Other funds holding ALNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Shaker Investments's ALNT Position: Q3 2024 in Review

Shaker Investments sold out of Allient (ALNT) in Q3 2024, closing a stake of 13,363 shares — an estimated $338K sold.

Shaker Investments first reported a position in ALNT in Q1 2023 and held it in 6 quarters. The position peaked at $473K in Q1 2024. 118 funds tracked by Wall St. Rank hold ALNT as of Q3 2024.

Shaker Investments reported no remaining Allient position as of Q3 2024 after selling out during the quarter.
Shaker Investments sold 13,363 Allient shares in Q3 2024, an estimated $338K.
Shaker Investments first reported a position in Allient in Q1 2023 and held it in 6 quarters.
Shaker Investments's Allient position peaked at $473K in Q1 2024.
118 funds tracked by Wall St. Rank held Allient as of Q3 2024.

Based on Shaker Investments's 13F filing for Q3 2024, filed 10 Oct 2024.