Evermay Wealth Management’s Allstate ALL Stock Holding History

Evermay Wealth Management’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	-3	Closed	-$420	–	616
2023 Q4	$420	Buy	+3	New	+$391	﹤0.01%	577

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

Evermay Wealth Management's ALL Position: Q1 2024 in Review

Evermay Wealth Management sold out of Allstate (ALL) in Q1 2024, closing a stake of 3 shares — an estimated $420 sold.

Evermay Wealth Management first reported a position in ALL in Q4 2023 and held it in 1 quarter. The position peaked at $420 in Q4 2023. 1,326 funds tracked by Wall St. Rank hold ALL as of Q1 2024.

Evermay Wealth Management reported no remaining Allstate position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 Allstate shares in Q1 2024, an estimated $420.
Evermay Wealth Management first reported a position in Allstate in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Allstate position peaked at $420 in Q4 2023.
1,326 funds tracked by Wall St. Rank held Allstate as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.