LA
ALL icon

Legacy Advisors’s Allstate ALL Stock Holding History

Legacy Advisors’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
2025
Q1 		$710K Sell
3,425
-893
-21% -$174K 0.07% 206
2024
Q4 		$836K Buy
4,318
+1,813
+72% +$352K 0.08% 186
2024
Q3 		$476K Buy
+2,505
New +$445K 0.05% 247
2019
Q3 		– Sell
-302
Closed -$31K – 123
2019
Q2 		$31K Hold
302
– – 0.02% 233
2019
Q1 		$29K Buy
+302
New +$27.3K 0.01% 251
2018
Q4 		– Sell
-302
Closed -$30K – 123
2018
Q3 		$30K Hold
302
– – 0.01% 270
2018
Q2 		$28K Hold
302
– – 0.02% 232
2018
Q1 		$29K Buy
302
+75
+33% +$7.26K 0.02% 187
2017
Q4 		$23K Sell
227
-72
-24% -$7.09K 0.02% 176
2017
Q3 		$27K Buy
299
+72
+32% +$6.55K 0.03% 143
2017
Q2 		$20K Hold
227
– – 0.03% 135
2017
Q1 		$18K Hold
227
– – 0.02% 133
2016
Q4 		$16K Buy
+227
New +$16K 0.02% 153

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Advisors's ALL Position: Q1 2025 in Review

Legacy Advisors reduced its Allstate (ALL) stake by 21% in Q1 2025, selling an estimated $174K and leaving 3,425 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #206.

Legacy Advisors first reported a position in ALL in Q4 2016 and has held it in 13 quarters since. The position peaked at $836K in Q4 2024. 1,576 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

  • Legacy Advisors held 3,425 shares of Allstate worth $710K as of Q1 2025.
  • Legacy Advisors sold 893 Allstate shares in Q1 2025, an estimated $174K.
  • Allstate made up 0.07% of Legacy Advisors's portfolio in Q1 2025, its #206 holding.
  • Legacy Advisors first reported a position in Allstate in Q4 2016 and has held it in 13 quarters since.
  • Legacy Advisors's Allstate position peaked at $836K in Q4 2024.
  • 1,576 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.