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Lake Street Advisors Group’s Allstate ALL Stock Holding History

Lake Street Advisors Group’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
Q4 		$614K Buy
3,169
+40
+1% +$7.76K 0.03% 299
2024
Q3 		$596K Buy
3,129
+54
+2% +$9.59K 0.03% 291
2024
Q2 		$494K Sell
3,075
-8
-0.3% -$1.33K 0.02% 321
2024
Q1 		$536K Buy
3,083
+106
+4% +$16.7K 0.03% 327
2023
Q4 		$419K Buy
+2,977
New +$388K 0.02% 361
2021
Q3 		– Sell
-1,946
Closed -$263K – 234
2021
Q2 		$263K Buy
1,946
+65
+3% +$8.4K 0.02% 267
2021
Q1 		$216K Buy
1,881
+61
+3% +$6.72K 0.02% 294
2020
Q4 		$200K Buy
+1,820
New +$179K 0.02% 296

Other funds holding ALL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's ALL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Allstate (ALL) stake by 1.3% in Q4 2024, buying an estimated $7.76K and bringing the position to 3,169 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #299.

Lake Street Advisors Group first reported a position in ALL in Q4 2020 and has held it in 8 quarters since. 1,546 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Lake Street Advisors Group held 3,169 shares of Allstate worth $614K as of Q4 2024.
  • Lake Street Advisors Group bought 40 Allstate shares in Q4 2024, an estimated $7.76K.
  • Allstate made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #299 holding.
  • Lake Street Advisors Group first reported a position in Allstate in Q4 2020 and has held it in 8 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.