Palestra Capital Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-492,062
| Closed | -$93.3M | – | 38 |
|
|
2024
Q3 | $93.3M | Sell |
492,062
-90,725
| -16% | -$17.2M | 3.08% | 16 |
|
|
2024
Q2 | $93M | Sell |
582,787
-86,899
| -13% | -$13.9M | 3.67% | 15 |
|
|
2024
Q1 | $116M | Buy |
669,686
+72,737
| +12% | +$12.6M | 4.32% | 6 |
|
|
2023
Q4 | $83.6M | Buy |
+596,949
| New | +$83.6M | 4.15% | 13 |
|
|
2023
Q3 | – | Sell |
-496,076
| Closed | -$54.1M | – | 24 |
|
|
2023
Q2 | $54.1M | Sell |
496,076
-125,530
| -20% | -$13.7M | 2.67% | 22 |
|
|
2023
Q1 | $68.9M | Buy |
+621,606
| New | +$68.9M | 3.7% | 17 |
|