Silvercrest Asset Management’s Alta Equipment Group ALTG Stock Holding History

Silvercrest Asset Management’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
2023 Q4	–	Sell	-362,326	Closed	-$4.37M	–	837
2023 Q3	$4.37M	Sell	362,326 -965	-0.3%	-$14.4K	0.03%	381
2023 Q2	$6.3M	Buy	363,291 +50,479	+16%	+$745K	0.04%	327
2023 Q1	$4.96M	Sell	312,812 -50,841	-14%	-$853K	0.04%	349
2022 Q4	$4.8M	Buy	363,653 +38,707	+12%	+$466K	0.04%	351
2022 Q3	$3.58M	Sell	324,946 -8,855	-3%	-$102K	0.03%	377
2022 Q2	$2.99M	Sell	333,801 -14,818	-4%	-$163K	0.02%	410
2022 Q1	$4.31M	Buy	348,619 +3,252	+0.9%	+$42.8K	0.03%	396
2021 Q4	$5.06M	Hold	345,367	–	–	0.03%	375
2021 Q3	$4.74M	Buy	345,367 +150,008	+77%	+$1.97M	0.03%	388
2021 Q2	$2.6M	Buy	+195,359	New	+$2.67M	0.02%	464

Other funds holding ALTG

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

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

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Silvercrest Asset Management's ALTG Position: Q4 2023 in Review

Silvercrest Asset Management sold out of Alta Equipment Group (ALTG) in Q4 2023, closing a stake of 362,326 shares — an estimated $4.37M sold.

Silvercrest Asset Management first reported a position in ALTG in Q2 2021 and held it in 10 quarters. The position peaked at $6.3M in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2023.

Silvercrest Asset Management reported no remaining Alta Equipment Group position as of Q4 2023 after selling out during the quarter.
Silvercrest Asset Management sold 362,326 Alta Equipment Group shares in Q4 2023, an estimated $4.37M.
Silvercrest Asset Management first reported a position in Alta Equipment Group in Q2 2021 and held it in 10 quarters.
Silvercrest Asset Management's Alta Equipment Group position peaked at $6.3M in Q2 2023.
115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.