ZIM
ALTG icon

Zacks Investment Management’s Alta Equipment Group ALTG Stock Holding History

Zacks Investment 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
2024
Q2 		– Sell
-21,750
Closed -$282K – 623
2024
Q1 		$282K Hold
21,750
– – ﹤0.01% 554
2023
Q4 		$269K Hold
21,750
– – ﹤0.01% 546
2023
Q3 		$262K Hold
21,750
– – ﹤0.01% 533
2023
Q2 		$377K Hold
21,750
– – ﹤0.01% 498
2023
Q1 		$345K Buy
+21,750
New +$365K ﹤0.01% 499

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's ALTG Position: Q2 2024 in Review

Zacks Investment Management sold out of Alta Equipment Group (ALTG) in Q2 2024, closing a stake of 21,750 shares — an estimated $282K sold.

Zacks Investment Management first reported a position in ALTG in Q1 2023 and held it in 5 quarters. The position peaked at $377K in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q2 2024.

  • Zacks Investment Management reported no remaining Alta Equipment Group position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 21,750 Alta Equipment Group shares in Q2 2024, an estimated $282K.
  • Zacks Investment Management first reported a position in Alta Equipment Group in Q1 2023 and held it in 5 quarters.
  • Zacks Investment Management's Alta Equipment Group position peaked at $377K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.