Private Vista’s Allstate ALL Stock Holding History

Private Vista’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 Q1	–	Sell	-2,253	Closed	-$253K	–	138
2019 Q4	$253K	Hold	2,253	–	–	0.07%	119
2019 Q3	$245K	Buy	+2,253	New	+$235K	0.07%	127

Other funds holding ALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Vista's ALL Position: Q1 2020 in Review

Private Vista sold out of Allstate (ALL) in Q1 2020, closing a stake of 2,253 shares — an estimated $253K sold.

Private Vista first reported a position in ALL in Q3 2019 and held it in 2 quarters. The position peaked at $253K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold ALL as of Q1 2020.

Private Vista reported no remaining Allstate position as of Q1 2020 after selling out during the quarter.
Private Vista sold 2,253 Allstate shares in Q1 2020, an estimated $253K.
Private Vista first reported a position in Allstate in Q3 2019 and held it in 2 quarters.
Private Vista's Allstate position peaked at $253K in Q4 2019.
1,046 funds tracked by Wall St. Rank held Allstate as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.