Shikiar Asset Management’s Allogene Therapeutics ALLO Stock Holding History

Shikiar Asset Management’s Portfolio ALLO Stock Details ALLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33K	Hold	15,750	–	–	0.01%	112
2026 Q1	$38K	Hold	15,750	–	–	0.01%	103
2025 Q4	$22K	Hold	15,750	–	–	0.01%	97
2025 Q3	$20K	Hold	15,750	–	–	0.01%	101
2025 Q2	$18K	Hold	15,750	–	–	0.01%	77
2025 Q1	$23K	Hold	15,750	–	–	0.01%	75
2024 Q4	$34K	Hold	15,750	–	–	0.01%	76
2024 Q3	$44K	Hold	15,750	–	–	0.01%	73
2024 Q2	$37K	Hold	15,750	–	–	0.01%	70
2024 Q1	$70K	Hold	15,750	–	–	0.02%	72
2023 Q4	$51K	Hold	15,750	–	–	0.02%	70
2023 Q3	$50K	Hold	15,750	–	–	0.02%	75
2023 Q2	$78K	Sell	15,750 -7,500	-32%	-$40.6K	0.03%	76
2023 Q1	$115K	Buy	+23,250	New	+$149K	0.04%	75
2022 Q3	$251K	Hold	23,250	–	–	0.1%	72
2022 Q2	$265K	Hold	23,250	–	–	0.1%	80
2022 Q1	$212K	Hold	23,250	–	–	0.06%	91
2021 Q4	$347K	Sell	23,250 -1,535	-6%	-$27.1K	0.09%	78
2021 Q3	$637K	Sell	24,785 -3,100	-11%	-$73.6K	0.18%	63
2021 Q2	$727K	Buy	27,885 +3,100	+13%	+$88.4K	0.21%	61
2021 Q1	$875K	Sell	24,785 -10,500	-30%	-$354K	0.3%	53
2020 Q4	$891K	Buy	35,285 +5,060	+17%	+$165K	0.32%	48
2020 Q3	$1.14M	Sell	30,225 -100	-0.3%	-$3.77K	0.44%	41
2020 Q2	$1.3M	Buy	30,325 +2,000	+7%	+$72.3K	0.59%	35
2020 Q1	$551K	Sell	28,325 -7,320	-21%	-$174K	0.37%	44
2019 Q4	$926K	Buy	35,645 +650	+2%	+$17.9K	0.31%	49
2019 Q3	$954K	Sell	34,995 -8,400	-19%	-$239K	0.38%	50
2019 Q2	$1.17M	Sell	43,395 -8,390	-16%	-$234K	0.46%	48
2019 Q1	$1.5M	Buy	51,785 +12,585	+32%	+$365K	0.63%	39
2018 Q4	$1.06M	Buy	+39,200	New	+$1.04M	0.55%	38

Other funds holding ALLO

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

WCM

Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HDA

Harold Davidson & Associates Los Angeles, California $231M AUM 35.6% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Shikiar Asset Management's ALLO Position: Q2 2026 in Review

Shikiar Asset Management held its Allogene Therapeutics (ALLO) position steady in Q2 2026 at 15,750 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #112.

Shikiar Asset Management first reported a position in ALLO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.5M in Q1 2019. 37 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

Shikiar Asset Management held 15,750 shares of Allogene Therapeutics worth $33K as of Q2 2026.
Shikiar Asset Management left its Allogene Therapeutics share count unchanged in Q2 2026.
Allogene Therapeutics made up 0.01% of Shikiar Asset Management's portfolio in Q2 2026, its #112 holding.
Shikiar Asset Management first reported a position in Allogene Therapeutics in Q4 2018 and has held it in 30 quarters since.
Shikiar Asset Management's Allogene Therapeutics position peaked at $1.5M in Q1 2019.
37 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.