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Naples Money Management’s Allstate ALL Stock Holding History

Naples Money Management’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
Q3 		$173K Buy
912
+24
+3% +$4.26K 0.15% 57
2024
Q2 		$143K Hold
888
– – 0.12% 57
2024
Q1 		$154K Hold
888
– – 0.15% 57
2023
Q4 		$124K Buy
+888
New +$116K 0.12% 68

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 $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naples Money Management's ALL Position: Q3 2024 in Review

Naples Money Management increased its Allstate (ALL) stake by 2.7% in Q3 2024, buying an estimated $4.26K and bringing the position to 912 shares worth $173K. The position accounts for 0.15% of the portfolio, ranked #57.

Naples Money Management first reported a position in ALL in Q4 2023 and has held it in 4 quarters since. 1,427 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

  • Naples Money Management held 912 shares of Allstate worth $173K as of Q3 2024.
  • Naples Money Management bought 24 Allstate shares in Q3 2024, an estimated $4.26K.
  • Allstate made up 0.15% of Naples Money Management's portfolio in Q3 2024, its #57 holding.
  • Naples Money Management first reported a position in Allstate in Q4 2023 and has held it in 4 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.