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Lee Financial’s Allstate ALL Stock Holding History

Lee Financial’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
Q1 		– Sell
-23
Closed -$3.24K – 171
2023
Q4 		$3.24K Buy
+23
New +$3K ﹤0.01% 636
2023
Q2 		– Sell
-30
Closed -$3.33K – 796
2023
Q1 		$3.33K Buy
+30
New +$3.79K ﹤0.01% 582
2022
Q3 		– Sell
-4
Closed -$1K – 813
2022
Q2 		$1K Buy
+4
New +$524 ﹤0.01% 761
2020
Q4 		– Sell
-71
Closed -$7K – 473
2020
Q3 		$7K Hold
71
– – ﹤0.01% 432
2020
Q2 		$7K Hold
71
– – ﹤0.01% 406
2020
Q1 		$7K Hold
71
– – ﹤0.01% 336
2019
Q4 		$8K Hold
71
– – ﹤0.01% 375
2019
Q3 		$8K Hold
71
– – ﹤0.01% 372
2019
Q2 		$7K Hold
71
– – ﹤0.01% 399
2019
Q1 		$7K Buy
+71
New +$6.42K ﹤0.01% 382

Other funds holding ALL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Lee Financial's ALL Position: Q1 2024 in Review

Lee Financial sold out of Allstate (ALL) in Q1 2024, closing a stake of 23 shares — an estimated $3.24K sold.

Lee Financial first reported a position in ALL in Q1 2019 and held it in 10 quarters. The position peaked at $8K in Q4 2019. 1,326 funds tracked by Wall St. Rank hold ALL as of Q1 2024.

  • Lee Financial reported no remaining Allstate position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 23 Allstate shares in Q1 2024, an estimated $3.24K.
  • Lee Financial first reported a position in Allstate in Q1 2019 and held it in 10 quarters.
  • Lee Financial's Allstate position peaked at $8K in Q4 2019.
  • 1,326 funds tracked by Wall St. Rank held Allstate as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.