FGC
ALSN icon

Financial Gravity Companies’s Allison Transmission ALSN Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$2.27K Hold
21
– – ﹤0.01% 752
2024
Q3 		$2.02K Buy
+21
New +$1.8K ﹤0.01% 508
2018
Q4 		$2K Buy
+42
New +$1.95K ﹤0.01% 888

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's ALSN Position: Q4 2024 in Review

Financial Gravity Companies held its Allison Transmission (ALSN) position steady in Q4 2024 at 21 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Financial Gravity Companies first reported a position in ALSN in Q4 2018 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold ALSN as of Q4 2024.

  • Financial Gravity Companies held 21 shares of Allison Transmission worth $2.27K as of Q4 2024.
  • Financial Gravity Companies left its Allison Transmission share count unchanged in Q4 2024.
  • Allison Transmission made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #752 holding.
  • Financial Gravity Companies first reported a position in Allison Transmission in Q4 2018 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.