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Estate Counselors’s Allison Transmission ALSN Stock Holding History

Estate Counselors’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
2025
Q1 		– Sell
-19,595
Closed -$2.12M – 93
2024
Q4 		$2.12M Hold
19,595
– – 0.23% 51
2024
Q3 		$1.88M Hold
19,595
– – 0.2% 48
2024
Q2 		$1.49M Hold
19,595
– – 0.16% 65
2024
Q1 		$1.59M Buy
19,595
+215
+1% +$14.5K 0.18% 64
2023
Q4 		$1.13M Buy
+19,380
New +$1.08M 0.14% 96

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's ALSN Position: Q1 2025 in Review

Estate Counselors sold out of Allison Transmission (ALSN) in Q1 2025, closing a stake of 19,595 shares — an estimated $2.12M sold.

Estate Counselors first reported a position in ALSN in Q4 2023 and held it in 5 quarters. The position peaked at $2.12M in Q4 2024. 507 funds tracked by Wall St. Rank hold ALSN as of Q1 2025.

  • Estate Counselors reported no remaining Allison Transmission position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 19,595 Allison Transmission shares in Q1 2025, an estimated $2.12M.
  • Estate Counselors first reported a position in Allison Transmission in Q4 2023 and held it in 5 quarters.
  • Estate Counselors's Allison Transmission position peaked at $2.12M in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.