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Legend Financial Advisors’s Allison Transmission ALSN Stock Holding History

Legend Financial Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,667
Closed -$6M – 35
2018
Q4 		$6M Buy
+13,667
New +$634K 8.8% 5

Other funds holding ALSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legend Financial Advisors's ALSN Position: Q1 2019 in Review

Legend Financial Advisors sold out of Allison Transmission (ALSN) in Q1 2019, closing a stake of 13,667 shares — an estimated $6M sold.

Legend Financial Advisors first reported a position in ALSN in Q4 2018 and held it in 1 quarter. The position peaked at $6M in Q4 2018. 379 funds tracked by Wall St. Rank hold ALSN as of Q1 2019.

  • Legend Financial Advisors reported no remaining Allison Transmission position as of Q1 2019 after selling out during the quarter.
  • Legend Financial Advisors sold 13,667 Allison Transmission shares in Q1 2019, an estimated $6M.
  • Legend Financial Advisors first reported a position in Allison Transmission in Q4 2018 and held it in 1 quarter.
  • Legend Financial Advisors's Allison Transmission position peaked at $6M in Q4 2018.
  • 379 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2019.

Based on Legend Financial Advisors's 13F filing for Q1 2019, filed 8 Aug 2019.