Schrum Private Wealth Management’s Allstate ALL Stock Holding History

Schrum Private Wealth Management’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	–	Sell	-1,700	Closed	-$328K	–	125
2024 Q4	$328K	Buy	+1,700	New	+$330K	0.28%	87
2024 Q3	–	Sell	-2,200	Closed	-$351K	–	169
2024 Q2	$351K	Hold	2,200	–	–	0.32%	76
2024 Q1	$381K	Buy	+2,200	New	+$347K	0.35%	74
2023 Q4	–	Sell	-2,200	Closed	-$245K	–	98
2023 Q3	$245K	Hold	2,200	–	–	0.28%	93
2023 Q2	$240K	Hold	2,200	–	–	0.26%	96
2023 Q1	$244K	Hold	2,200	–	–	0.28%	92
2022 Q4	$298K	Hold	2,200	–	–	0.35%	77
2022 Q3	$274K	Hold	2,200	–	–	0.35%	86
2022 Q2	$279K	Hold	2,200	–	–	0.32%	86
2022 Q1	$299K	Sell	2,200 -66	-3%	-$8.29K	0.3%	88
2021 Q4	$267K	Buy	+2,266	New	+$268K	0.24%	103

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schrum Private Wealth Management's ALL Position: Q1 2025 in Review

Schrum Private Wealth Management sold out of Allstate (ALL) in Q1 2025, closing a stake of 1,700 shares — an estimated $328K sold.

Schrum Private Wealth Management first reported a position in ALL in Q4 2021 and held it in 11 quarters. The position peaked at $381K in Q1 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

Schrum Private Wealth Management reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 1,700 Allstate shares in Q1 2025, an estimated $328K.
Schrum Private Wealth Management first reported a position in Allstate in Q4 2021 and held it in 11 quarters.
Schrum Private Wealth Management's Allstate position peaked at $381K in Q1 2024.
1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Schrum Private Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.