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NewFocus Financial Group’s Allstate ALL Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.39M Buy
12,635
+2,444
+24% +$240K 0.41% 62
2020
Q3 		$959K Buy
+10,191
New +$951K 0.32% 70

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NewFocus Financial Group's ALL Position: Q4 2020 in Review

NewFocus Financial Group increased its Allstate (ALL) stake by 24% in Q4 2020, buying an estimated $240K and bringing the position to 12,635 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #62.

NewFocus Financial Group first reported a position in ALL in Q3 2020 and has held it in 2 quarters since. 1,143 funds tracked by Wall St. Rank hold ALL as of Q4 2020.

  • NewFocus Financial Group held 12,635 shares of Allstate worth $1.39M as of Q4 2020.
  • NewFocus Financial Group bought 2,444 Allstate shares in Q4 2020, an estimated $240K.
  • Allstate made up 0.41% of NewFocus Financial Group's portfolio in Q4 2020, its #62 holding.
  • NewFocus Financial Group first reported a position in Allstate in Q3 2020 and has held it in 2 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Allstate as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.