SSA
ALTG icon

Sierra Summit Advisors’s Alta Equipment Group ALTG Stock Holding History

Sierra Summit Advisors’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27,393
Closed -$339K – 147
2023
Q4 		$339K Buy
+27,393
New +$296K 0.1% 117

Other funds holding ALTG

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sierra Summit Advisors's ALTG Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Alta Equipment Group (ALTG) in Q1 2024, closing a stake of 27,393 shares — an estimated $339K sold.

Sierra Summit Advisors first reported a position in ALTG in Q4 2023 and held it in 1 quarter. The position peaked at $339K in Q4 2023. 123 funds tracked by Wall St. Rank hold ALTG as of Q1 2024.

  • Sierra Summit Advisors reported no remaining Alta Equipment Group position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 27,393 Alta Equipment Group shares in Q1 2024, an estimated $339K.
  • Sierra Summit Advisors first reported a position in Alta Equipment Group in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's Alta Equipment Group position peaked at $339K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.