Cassady Schiller Wealth Management’s Allison Transmission ALSN Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$648	Buy	+6	New	+$655	﹤0.01%	900

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LCOV

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

BAM

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's ALSN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Allison Transmission (ALSN) in Q4 2024: 6 shares worth $648. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings.

540 funds tracked by Wall St. Rank hold ALSN as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Allison Transmission worth $648 as of Q4 2024.
Allison Transmission was a new Cassady Schiller Wealth Management position in Q4 2024.
Allison Transmission made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #900 holding.
540 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.