Bedel Financial Consulting’s Allison Transmission ALSN Stock Holding History

Bedel Financial Consulting’s Portfolio ALSN Stock Details ALSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-375	Closed	-$16K	–	929
2020 Q4	$16K	Hold	375	–	–	0.01%	472
2020 Q3	$13K	Hold	375	–	–	0.01%	478
2020 Q2	$14K	Sell	375 -10	-3%	-$358	0.01%	435
2020 Q1	$13K	Buy	385 +132	+52%	+$5.5K	0.01%	435
2019 Q4	$12K	Hold	253	–	–	0.01%	466
2019 Q3	$12K	Hold	253	–	–	0.01%	449
2019 Q2	$12K	Hold	253	–	–	0.01%	456
2019 Q1	$11K	Hold	253	–	–	0.01%	476
2018 Q4	$11K	Hold	253	–	–	0.01%	442
2018 Q3	$12K	Hold	253	–	–	0.01%	456
2018 Q2	$10K	Hold	253	–	–	0.01%	471
2018 Q1	$10K	Buy	+253	New	+$10.5K	0.01%	469

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bedel Financial Consulting's ALSN Position: Q1 2021 in Review

Bedel Financial Consulting sold out of Allison Transmission (ALSN) in Q1 2021, closing a stake of 375 shares — an estimated $16K sold.

Bedel Financial Consulting first reported a position in ALSN in Q1 2018 and held it in 12 quarters. The position peaked at $16K in Q4 2020. 313 funds tracked by Wall St. Rank hold ALSN as of Q1 2021.

Bedel Financial Consulting reported no remaining Allison Transmission position as of Q1 2021 after selling out during the quarter.
Bedel Financial Consulting sold 375 Allison Transmission shares in Q1 2021, an estimated $16K.
Bedel Financial Consulting first reported a position in Allison Transmission in Q1 2018 and held it in 12 quarters.
Bedel Financial Consulting's Allison Transmission position peaked at $16K in Q4 2020.
313 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.