Plante Moran Financial Advisors’s Allison Transmission ALSN Stock Holding History

Plante Moran Financial Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,333	Closed	-$128K	–	907
2024 Q3	$128K	Buy	+1,333	New	+$114K	0.01%	240
2019 Q4	–	Sell	-8,906	Closed	-$419K	–	744
2019 Q3	$419K	Hold	8,906	–	–	0.12%	96
2019 Q2	$413K	Hold	8,906	–	–	0.13%	97
2019 Q1	$400K	Hold	8,906	–	–	0.12%	95
2018 Q4	$391K	Hold	8,906	–	–	0.14%	91
2018 Q3	$463K	Buy	8,906 +4,060	+84%	+$190K	0.15%	81
2018 Q2	$196K	Hold	4,846	–	–	0.1%	164
2018 Q1	$189K	Hold	4,846	–	–	0.1%	154
2017 Q4	$209K	Buy	+4,846	New	+$197K	0.12%	134
2016 Q3	–	Sell	-99	Closed	-$3K	–	924
2016 Q2	$3K	Buy	+99	New	+$2.75K	﹤0.01%	703
2015 Q1	–	Sell	-900	Closed	-$31K	–	719
2014 Q4	$31K	Buy	+900	New	+$28.7K	0.02%	342

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's ALSN Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Allison Transmission (ALSN) in Q4 2024, closing a stake of 1,333 shares — an estimated $128K sold.

Plante Moran Financial Advisors first reported a position in ALSN in Q4 2014 and held it in 11 quarters. The position peaked at $463K in Q3 2018. 540 funds tracked by Wall St. Rank hold ALSN as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Allison Transmission position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,333 Allison Transmission shares in Q4 2024, an estimated $128K.
Plante Moran Financial Advisors first reported a position in Allison Transmission in Q4 2014 and held it in 11 quarters.
Plante Moran Financial Advisors's Allison Transmission position peaked at $463K in Q3 2018.
540 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.