William Blair & Company
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William Blair & Company’s Alta Equipment Group ALTG Stock Holding History

William Blair & Company’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
Q1 		– Sell
-138,289
Closed -$1.82M – 1805
2022
Q4 		$1.82M Hold
138,289
– – 0.01% 658
2022
Q3 		$1.52M Hold
138,289
– – 0.01% 689
2022
Q2 		$1.24M Hold
138,289
– – 0.01% 772
2022
Q1 		$1.71M Hold
138,289
– – 0.01% 740
2021
Q4 		$2.02M Sell
138,289
-173,066
-56% -$2.54M 0.01% 727
2021
Q3 		$4.28M Sell
311,355
-48,208
-13% -$632K 0.01% 494
2021
Q2 		$4.78M Sell
359,563
-179,780
-33% -$2.45M 0.02% 467
2021
Q1 		$7.01M Hold
539,343
– – 0.03% 391
2020
Q4 		$5.33M Buy
539,343
+507,143
+1,575% +$4.38M 0.02% 424
2020
Q3 		$252K Buy
+32,200
New +$256K ﹤0.01% 1200

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

William Blair & Company's ALTG Position: Q1 2023 in Review

William Blair & Company sold out of Alta Equipment Group (ALTG) in Q1 2023, closing a stake of 138,289 shares — an estimated $1.82M sold.

William Blair & Company first reported a position in ALTG in Q3 2020 and held it in 10 quarters. The position peaked at $7.01M in Q1 2021. 102 funds tracked by Wall St. Rank hold ALTG as of Q1 2023.

  • William Blair & Company reported no remaining Alta Equipment Group position as of Q1 2023 after selling out during the quarter.
  • William Blair & Company sold 138,289 Alta Equipment Group shares in Q1 2023, an estimated $1.82M.
  • William Blair & Company first reported a position in Alta Equipment Group in Q3 2020 and held it in 10 quarters.
  • William Blair & Company's Alta Equipment Group position peaked at $7.01M in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2023.

Based on William Blair & Company's 13F filing for Q1 2023, filed 12 May 2023.