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Financial Gravity Asset Management’s Allison Transmission ALSN Stock Holding History

Financial Gravity Asset Management’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 		$2.01K Buy
+21
New +$2.23K ﹤0.01% 816
2023
Q4 		– Hold
0
– – – 1208
2018
Q3 		$1K Buy
+30
New +$1.41K ﹤0.01% 1065

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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 $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's ALSN Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Allison Transmission (ALSN) in Q1 2025: 21 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in ALSN as recently as Q3 2018.

Financial Gravity Asset Management first reported a position in ALSN in Q3 2018 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold ALSN as of Q1 2025.

  • Financial Gravity Asset Management held 21 shares of Allison Transmission worth $2.01K as of Q1 2025.
  • Allison Transmission was a new Financial Gravity Asset Management position in Q1 2025.
  • Allison Transmission made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #816 holding.
  • Financial Gravity Asset Management first reported a position in Allison Transmission in Q3 2018 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.