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Crumly & Associates’s Allstate ALL Stock Holding History

Crumly & Associates’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,707
Closed -$503K – 109
2022
Q4 		$503K Sell
3,707
-123
-3% -$16.1K 0.19% 61
2022
Q3 		$477K Sell
3,830
-53
-1% -$6.58K 0.2% 61
2022
Q2 		$492K Sell
3,883
-308
-7% -$40.4K 0.2% 61
2022
Q1 		$580K Buy
4,191
+276
+7% +$34.6K 0.22% 69
2021
Q4 		$476K Sell
3,915
-2,859
-42% -$338K 0.19% 73
2021
Q3 		$862K Buy
6,774
+1,659
+32% +$219K 0.4% 45
2021
Q2 		$667K Buy
5,115
+2,179
+74% +$281K 0.32% 50
2021
Q1 		$337K Buy
2,936
+818
+39% +$90.1K 0.2% 68
2020
Q4 		$234K Sell
2,118
-146
-6% -$14.3K 0.16% 72
2020
Q3 		$213K Buy
+2,264
New +$211K 0.18% 56

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crumly & Associates's ALL Position: Q1 2023 in Review

Crumly & Associates sold out of Allstate (ALL) in Q1 2023, closing a stake of 3,707 shares — an estimated $503K sold.

Crumly & Associates first reported a position in ALL in Q3 2020 and held it in 10 quarters. The position peaked at $862K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

  • Crumly & Associates reported no remaining Allstate position as of Q1 2023 after selling out during the quarter.
  • Crumly & Associates sold 3,707 Allstate shares in Q1 2023, an estimated $503K.
  • Crumly & Associates first reported a position in Allstate in Q3 2020 and held it in 10 quarters.
  • Crumly & Associates's Allstate position peaked at $862K in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

Based on Crumly & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.