Kays Financial Advisory’s Allstate ALL Stock Holding History

Kays Financial Advisory’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
2020 Q3	$1.77M	Buy	18,826 +499	+3%	+$46.6K	0.28%	50
2020 Q2	$1.78M	Buy	18,327 +239	+1%	+$23.5K	0.31%	43
2020 Q1	$1.66M	Buy	18,088 +1,114	+7%	+$121K	0.34%	43
2019 Q4	$1.91M	Buy	16,974 +781	+5%	+$85.3K	0.34%	46
2019 Q3	$1.76M	Sell	16,193 -184	-1%	-$19.2K	0.32%	42
2019 Q2	$1.67M	Buy	16,377 +196	+1%	+$19.1K	0.3%	45
2019 Q1	$1.52M	Buy	16,181 +829	+5%	+$75K	0.3%	48
2018 Q4	$1.27M	Sell	15,352 -12,061	-44%	-$1.08M	0.29%	60
2018 Q3	$2.71M	Sell	27,413 -952	-3%	-$92.8K	0.58%	31
2018 Q2	$2.59M	Buy	28,365 +1,318	+5%	+$125K	0.57%	34
2018 Q1	$2.56M	Buy	27,047 +495	+2%	+$47.9K	0.59%	30
2017 Q4	$2.78M	Buy	26,552 +13,954	+111%	+$1.37M	0.81%	24
2017 Q3	$1.16M	Buy	+12,598	New	+$1.15M	0.37%	44

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kays Financial Advisory's ALL Position: Q3 2020 in Review

Kays Financial Advisory increased its Allstate (ALL) stake by 2.7% in Q3 2020, buying an estimated $46.6K and bringing the position to 18,826 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #50.

Kays Financial Advisory first reported a position in ALL in Q3 2017 and has held it in 13 quarters since. The position peaked at $2.78M in Q4 2017. 1,040 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

Kays Financial Advisory held 18,826 shares of Allstate worth $1.77M as of Q3 2020.
Kays Financial Advisory bought 499 Allstate shares in Q3 2020, an estimated $46.6K.
Allstate made up 0.28% of Kays Financial Advisory's portfolio in Q3 2020, its #50 holding.
Kays Financial Advisory first reported a position in Allstate in Q3 2017 and has held it in 13 quarters since.
Kays Financial Advisory's Allstate position peaked at $2.78M in Q4 2017.
1,040 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.