Moody Aldrich Partners’s Allstate ALL Stock Holding History

Moody Aldrich Partners’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
2023 Q1	–	Sell	-13,146	Closed	-$1.78M	–	156
2022 Q4	$1.78M	Buy	13,146 +3,425	+35%	+$448K	0.36%	94
2022 Q3	$1.21M	Buy	+9,721	New	+$1.21M	0.25%	107
2021 Q4	–	Sell	-9,565	Closed	-$1.22M	–	159
2021 Q3	$1.22M	Hold	9,565	–	–	0.15%	116
2021 Q2	$1.25M	Hold	9,565	–	–	0.18%	110
2021 Q1	$1.1M	Buy	+9,565	New	+$1.05M	0.16%	118

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moody Aldrich Partners's ALL Position: Q1 2023 in Review

Moody Aldrich Partners sold out of Allstate (ALL) in Q1 2023, closing a stake of 13,146 shares — an estimated $1.78M sold.

Moody Aldrich Partners first reported a position in ALL in Q1 2021 and held it in 5 quarters. The position peaked at $1.78M in Q4 2022. 1,169 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

Moody Aldrich Partners reported no remaining Allstate position as of Q1 2023 after selling out during the quarter.
Moody Aldrich Partners sold 13,146 Allstate shares in Q1 2023, an estimated $1.78M.
Moody Aldrich Partners first reported a position in Allstate in Q1 2021 and held it in 5 quarters.
Moody Aldrich Partners's Allstate position peaked at $1.78M in Q4 2022.
1,169 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.