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CBIZ Investment Advisory Services’s Allison Transmission ALSN Stock Holding History

CBIZ Investment Advisory Services’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
2026
Q1 		$8.43K Hold
72
– – ﹤0.01% 176
2025
Q4 		$7.05K Hold
72
– – ﹤0.01% 451
2025
Q3 		$6.11K Buy
+72
New +$6.41K ﹤0.01% 422
2025
Q2 		– Sell
-116
Closed -$11.1K – 742
2025
Q1 		$11.1K Sell
116
-100
-46% -$10.6K ﹤0.01% 301
2024
Q4 		$23.3K Buy
216
+61
+39% +$6.66K ﹤0.01% 200
2024
Q3 		$15K Buy
155
+9
+6% +$772 ﹤0.01% 234
2024
Q2 		$11.1K Sell
146
-124
-46% -$9.5K ﹤0.01% 245
2024
Q1 		$22K Buy
+270
New +$18.2K ﹤0.01% 164

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return