Shufro Rose & Co’s Alto Ingredients ALTO Stock Holding History

Shufro Rose & Co’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,000	Closed	-$40.5K	–	312
2023 Q2	$40.5K	Hold	14,000	–	–	﹤0.01%	313
2023 Q1	$21K	Hold	14,000	–	–	﹤0.01%	317
2022 Q4	$40.3K	Hold	14,000	–	–	﹤0.01%	335
2022 Q3	$51K	Hold	14,000	–	–	0.01%	320
2022 Q2	$52K	Hold	14,000	–	–	﹤0.01%	308
2022 Q1	$95K	Hold	14,000	–	–	0.01%	316
2021 Q4	$67K	Hold	14,000	–	–	﹤0.01%	302
2021 Q3	$69K	Buy	14,000 +4,000	+40%	+$20.2K	0.01%	288
2021 Q2	$61K	Buy	+10,000	New	+$58.2K	﹤0.01%	290
2020 Q4	–	Sell	-7,500	Closed	-$55K	–	292
2020 Q3	$55K	Sell	7,500 -2,500	-25%	-$8.66K	0.01%	274
2020 Q2	$7K	Hold	10,000	–	–	﹤0.01%	286
2020 Q1	$3K	Hold	10,000	–	–	﹤0.01%	293
2019 Q4	$7K	Hold	10,000	–	–	﹤0.01%	313
2019 Q3	$6K	Hold	10,000	–	–	﹤0.01%	334
2019 Q2	$8K	Hold	10,000	–	–	﹤0.01%	305
2019 Q1	$10K	Sell	10,000 -1,000	-9%	-$1.17K	﹤0.01%	297
2018 Q4	$9K	Hold	11,000	–	–	﹤0.01%	293
2018 Q3	$21K	Hold	11,000	–	–	﹤0.01%	294
2018 Q2	$29K	Hold	11,000	–	–	﹤0.01%	294
2018 Q1	$33K	Buy	11,000 +1,000	+10%	+$4K	﹤0.01%	300
2017 Q4	$46K	Buy	+10,000	New	+$47.4K	﹤0.01%	282

Other funds holding ALTO

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

Dimensional Fund Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return