Ethos Financial Group’s Allstate ALL Stock Holding History

Ethos Financial Group’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
2024 Q1	–	Sell	-1,929	Closed	-$272K	–	286
2023 Q4	$272K	Buy	+1,929	New	+$252K	0.06%	208

Other funds holding ALL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Ethos Financial Group's ALL Position: Q1 2024 in Review

Ethos Financial Group sold out of Allstate (ALL) in Q1 2024, closing a stake of 1,929 shares — an estimated $272K sold.

Ethos Financial Group first reported a position in ALL in Q4 2023 and held it in 1 quarter. The position peaked at $272K in Q4 2023. 1,326 funds tracked by Wall St. Rank hold ALL as of Q1 2024.

Ethos Financial Group reported no remaining Allstate position as of Q1 2024 after selling out during the quarter.
Ethos Financial Group sold 1,929 Allstate shares in Q1 2024, an estimated $272K.
Ethos Financial Group first reported a position in Allstate in Q4 2023 and held it in 1 quarter.
Ethos Financial Group's Allstate position peaked at $272K in Q4 2023.
1,326 funds tracked by Wall St. Rank held Allstate as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.