ZCM
ALTA

Zebra Capital Management’s Altabancorp ALTA Stock Holding History

Zebra Capital Management’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,640
Closed -$239K – 306
2020
Q2 		$239K Sell
10,640
-423
-4% -$8.74K 0.34% 118
2020
Q1 		$214K Sell
11,063
-774
-7% -$19.4K 0.35% 131
2019
Q4 		$357K Buy
11,837
+1,953
+20% +$57.3K 0.32% 128
2019
Q3 		$280K Buy
+9,884
New +$281K 0.31% 125

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Zebra Capital Management's ALTA Position: Q3 2020 in Review

Zebra Capital Management sold out of Altabancorp (ALTA) in Q3 2020, closing a stake of 10,640 shares — an estimated $239K sold.

Zebra Capital Management first reported a position in ALTA in Q3 2019 and held it in 4 quarters. The position peaked at $357K in Q4 2019. 78 funds tracked by Wall St. Rank hold ALTA as of Q3 2020.

  • Zebra Capital Management reported no remaining Altabancorp position as of Q3 2020 after selling out during the quarter.
  • Zebra Capital Management sold 10,640 Altabancorp shares in Q3 2020, an estimated $239K.
  • Zebra Capital Management first reported a position in Altabancorp in Q3 2019 and held it in 4 quarters.
  • Zebra Capital Management's Altabancorp position peaked at $357K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Altabancorp as of Q3 2020.

Based on Zebra Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.