McIlrath & Eck’s AllianceBernstein AB Stock Holding History

McIlrath & Eck’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-250	Closed	-$9.27K	–	927
2024 Q4	$9.27K	Hold	250	–	–	﹤0.01%	632
2024 Q3	$8.72K	Hold	250	–	–	﹤0.01%	649
2024 Q2	$8.45K	Hold	250	–	–	﹤0.01%	632
2024 Q1	$8.69K	Hold	250	–	–	﹤0.01%	628
2023 Q4	$7.76K	Sell	250 -3,282	-93%	-$96.5K	﹤0.01%	600
2023 Q3	$107K	Sell	3,532 -3,532	-50%	-$112K	0.02%	160
2023 Q2	$227K	Hold	7,064	–	–	0.05%	103
2023 Q1	$258K	Hold	7,064	–	–	0.06%	91
2022 Q4	$243K	Hold	7,064	–	–	0.06%	87
2022 Q3	$248K	Sell	7,064 -300	-4%	-$12.7K	0.07%	84
2022 Q2	$306K	Buy	7,364 +600	+9%	+$25.2K	0.1%	66
2022 Q1	$318K	Hold	6,764	–	–	0.09%	59
2021 Q4	$330K	Hold	6,764	–	–	0.09%	60
2021 Q3	$335K	Sell	6,764 -311	-4%	-$15.3K	0.1%	54
2021 Q2	$329K	Buy	7,075 +457	+7%	+$19.9K	0.1%	56
2021 Q1	$265K	Buy	6,618 +89	+1%	+$3.34K	0.09%	57
2020 Q4	$220K	Buy	+6,529	New	+$206K	0.08%	60

Other funds holding AB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

McIlrath & Eck's AB Position: Q1 2025 in Review

McIlrath & Eck sold out of AllianceBernstein (AB) in Q1 2025, closing a stake of 250 shares — an estimated $9.27K sold.

McIlrath & Eck first reported a position in AB in Q4 2020 and held it in 17 quarters. The position peaked at $335K in Q3 2021. 291 funds tracked by Wall St. Rank hold AB as of Q1 2025.

McIlrath & Eck reported no remaining AllianceBernstein position as of Q1 2025 after selling out during the quarter.
McIlrath & Eck sold 250 AllianceBernstein shares in Q1 2025, an estimated $9.27K.
McIlrath & Eck first reported a position in AllianceBernstein in Q4 2020 and held it in 17 quarters.
McIlrath & Eck's AllianceBernstein position peaked at $335K in Q3 2021.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.