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Schechter Investment Advisors’s Allstate ALL Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$671K Buy
+3,239
New +$631K 0.06% 303
2023
Q3 		– Sell
-1,954
Closed -$213K – 640
2023
Q2 		$213K Buy
1,954
+61
+3% +$6.92K 0.02% 576
2023
Q1 		$210K Sell
1,893
-863
-31% -$109K 0.02% 609
2022
Q4 		$374K Buy
2,756
+438
+19% +$57.3K 0.03% 576
2022
Q3 		$289K Buy
+2,318
New +$288K 0.03% 718

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Schechter Investment Advisors's ALL Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Allstate (ALL) in Q1 2025: 3,239 shares worth $671K. The stake represents 0.06% of the portfolio and ranks #303 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in ALL as recently as Q2 2023.

Schechter Investment Advisors first reported a position in ALL in Q3 2022 and has held it in 5 quarters since. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

  • Schechter Investment Advisors held 3,239 shares of Allstate worth $671K as of Q1 2025.
  • Allstate was a new Schechter Investment Advisors position in Q1 2025.
  • Allstate made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #303 holding.
  • Schechter Investment Advisors first reported a position in Allstate in Q3 2022 and has held it in 5 quarters since.
  • 1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.