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Shaker Investments’s Alarm.com ALRM Stock Holding History

Shaker Investments’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,597
Closed -$687K – 78
2022
Q3 		$687K Buy
10,597
+3,172
+43% +$218K 0.46% 57
2022
Q2 		$459K Buy
7,425
+3,816
+106% +$235K 0.29% 77
2022
Q1 		$240K Sell
3,609
-7,525
-68% -$533K 0.12% 90
2021
Q4 		$944K Buy
11,134
+31
+0.3% +$2.54K 0.41% 64
2021
Q3 		$868K Buy
11,103
+29
+0.3% +$2.4K 0.38% 66
2021
Q2 		$938K Buy
11,074
+8
+0.1% +$683 0.43% 60
2021
Q1 		$956K Sell
11,066
-4,938
-31% -$465K 0.46% 59
2020
Q4 		$1.66M Sell
16,004
-10,169
-39% -$738K 0.83% 39
2020
Q3 		$1.45M Hold
26,173
– – 0.74% 44
2020
Q2 		$1.7M Buy
26,173
+12,062
+85% +$607K 0.96% 29
2020
Q1 		$549K Sell
14,111
-7,082
-33% -$309K 0.47% 53
2019
Q4 		$911K Sell
21,193
-5,892
-22% -$266K 0.54% 49
2019
Q3 		$1.26M Sell
27,085
-9,040
-25% -$443K 0.83% 37
2019
Q2 		$1.93M Buy
36,125
+4,175
+13% +$258K 1.29% 23
2019
Q1 		$2.07M Buy
31,950
+5,100
+19% +$309K 1.44% 24
2018
Q4 		$1.39M Buy
26,850
+2,800
+12% +$135K 1.21% 26
2018
Q3 		$1.38M Hold
24,050
– – 0.85% 36
2018
Q2 		$971K Buy
+24,050
New +$998K 0.6% 45

Other funds holding ALRM

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Shaker Investments's ALRM Position: Q4 2022 in Review

Shaker Investments sold out of Alarm.com (ALRM) in Q4 2022, closing a stake of 10,597 shares — an estimated $687K sold.

Shaker Investments first reported a position in ALRM in Q2 2018 and held it in 18 quarters. The position peaked at $2.07M in Q1 2019. 247 funds tracked by Wall St. Rank hold ALRM as of Q4 2022.

  • Shaker Investments reported no remaining Alarm.com position as of Q4 2022 after selling out during the quarter.
  • Shaker Investments sold 10,597 Alarm.com shares in Q4 2022, an estimated $687K.
  • Shaker Investments first reported a position in Alarm.com in Q2 2018 and held it in 18 quarters.
  • Shaker Investments's Alarm.com position peaked at $2.07M in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Alarm.com as of Q4 2022.

Based on Shaker Investments's 13F filing for Q4 2022, filed 13 Feb 2023.