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Passumpsic Savings Bank’s Allstate ALL Stock Holding History

Passumpsic Savings Bank’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
Q4 		$3.78M Sell
19,614
-368
-2% -$71.4K 2.36% 12
2024
Q3 		$3.79M Sell
19,982
-465
-2% -$82.6K 2.49% 11
2024
Q2 		$3.26M Buy
+20,447
New +$3.41M 2.34% 12

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Passumpsic Savings Bank's ALL Position: Q4 2024 in Review

Passumpsic Savings Bank reduced its Allstate (ALL) stake by 1.8% in Q4 2024, selling an estimated $71.4K and leaving 19,614 shares worth $3.78M. The position accounts for 2.36% of the portfolio, ranked #12.

Passumpsic Savings Bank first reported a position in ALL in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.79M in Q3 2024. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Passumpsic Savings Bank held 19,614 shares of Allstate worth $3.78M as of Q4 2024.
  • Passumpsic Savings Bank sold 368 Allstate shares in Q4 2024, an estimated $71.4K.
  • Allstate made up 2.36% of Passumpsic Savings Bank's portfolio in Q4 2024, its #12 holding.
  • Passumpsic Savings Bank first reported a position in Allstate in Q2 2024 and has held it in 3 quarters since.
  • Passumpsic Savings Bank's Allstate position peaked at $3.79M in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.