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United Capital Financial Advisors’s Alamo Group ALG Stock Holding History

United Capital Financial Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,338
Closed -$253K – 1191
2020
Q3 		$253K Buy
+2,338
New +$249K ﹤0.01% 1004

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's ALG Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Alamo Group (ALG) in Q4 2020, closing a stake of 2,338 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in ALG in Q3 2020 and held it in 1 quarter. The position peaked at $253K in Q3 2020. 177 funds tracked by Wall St. Rank hold ALG as of Q4 2020.

  • United Capital Financial Advisors reported no remaining Alamo Group position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,338 Alamo Group shares in Q4 2020, an estimated $253K.
  • United Capital Financial Advisors first reported a position in Alamo Group in Q3 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's Alamo Group position peaked at $253K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Alamo Group as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.