ZIG
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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 $9.56B AUM 25.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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