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Zuckerman Investment Group’s Alamo Group ALG Stock Holding History

Zuckerman Investment Group’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
2015
Q3 		– Sell
-4,200
Closed -$229K – 47
2015
Q2 		$229K Hold
4,200
– – 0.05% 42
2015
Q1 		$265K Sell
4,200
-2,400
-36% -$124K 0.06% 47
2014
Q4 		$320K Hold
6,600
– – 0.07% 51
2014
Q3 		$271K Hold
6,600
– – 0.06% 57
2014
Q2 		$357K Hold
6,600
– – 0.08% 41
2014
Q1 		$359K Hold
6,600
– – 0.09% 36
2013
Q4 		$401K Sell
6,600
-171,826
-96% -$8.91M 0.09% 40
2013
Q3 		$8.73M Sell
178,426
-665
-0.4% -$30K 2.19% 21
2013
Q2 		$7.31M Buy
+179,091
New +$7.32M 1.9% 26

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Zuckerman Investment Group's ALG Position: Q3 2015 in Review

Zuckerman Investment Group sold out of Alamo Group (ALG) in Q3 2015, closing a stake of 4,200 shares — an estimated $229K sold.

Zuckerman Investment Group first reported a position in ALG in Q2 2013 and held it in 9 quarters. The position peaked at $8.73M in Q3 2013. 102 funds tracked by Wall St. Rank hold ALG as of Q3 2015.

  • Zuckerman Investment Group reported no remaining Alamo Group position as of Q3 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 4,200 Alamo Group shares in Q3 2015, an estimated $229K.
  • Zuckerman Investment Group first reported a position in Alamo Group in Q2 2013 and held it in 9 quarters.
  • Zuckerman Investment Group's Alamo Group position peaked at $8.73M in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Alamo Group as of Q3 2015.

Based on Zuckerman Investment Group's 13F filing for Q3 2015, filed 13 Nov 2015.