Institutional & Family Asset Management’s Allstate ALL Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-608	Closed	-$77K	–	794
2021 Q3	$77K	Buy	608 +2	+0.3%	+$264	0.01%	267
2021 Q2	$79K	Buy	+606	New	+$78.3K	0.01%	272
2020 Q1	–	Sell	-23	Closed	-$3K	–	809
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	643
2019 Q3	$2K	Sell	23 -22	-49%	-$2.3K	﹤0.01%	662
2019 Q2	$5K	Hold	45	–	–	﹤0.01%	582
2019 Q1	$4K	Buy	+45	New	+$4.07K	﹤0.01%	613
2018 Q4	–	Sell	-51	Closed	-$5K	–	821
2018 Q3	$5K	Hold	51	–	–	﹤0.01%	602
2018 Q2	$5K	Hold	51	–	–	﹤0.01%	601
2018 Q1	$5K	Buy	+51	New	+$4.94K	﹤0.01%	584

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institutional & Family Asset Management's ALL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Allstate (ALL) in Q4 2021, closing a stake of 608 shares — an estimated $77K sold.

Institutional & Family Asset Management first reported a position in ALL in Q1 2018 and held it in 9 quarters. The position peaked at $79K in Q2 2021. 1,231 funds tracked by Wall St. Rank hold ALL as of Q4 2021.

Institutional & Family Asset Management reported no remaining Allstate position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 608 Allstate shares in Q4 2021, an estimated $77K.
Institutional & Family Asset Management first reported a position in Allstate in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's Allstate position peaked at $79K in Q2 2021.
1,231 funds tracked by Wall St. Rank held Allstate as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.