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Simon Quick Advisors’s Allstate ALL Stock Holding History

Simon Quick 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
Q2 		– Sell
-2,437
Closed -$505K – 370
2025
Q1 		$505K Sell
2,437
-754
-24% -$147K 0.03% 296
2024
Q4 		$615K Buy
3,191
+1,220
+62% +$237K 0.04% 213
2024
Q3 		$374K Buy
1,971
+77
+4% +$13.7K 0.02% 276
2024
Q2 		$302K Buy
1,894
+388
+26% +$64.7K 0.02% 283
2024
Q1 		$261K Buy
+1,506
New +$238K 0.02% 332
2022
Q2 		– Sell
-78
Closed -$11K – 186
2022
Q1 		$11K Sell
78
-382
-83% -$48K ﹤0.01% 295
2021
Q4 		$54K Buy
460
+378
+461% +$44.7K 0.01% 222
2021
Q3 		$10K Buy
82
+7
+9% +$925 ﹤0.01% 351
2021
Q2 		$9K Hold
75
– – ﹤0.01% 380
2021
Q1 		$8K Buy
+75
New +$8.26K ﹤0.01% 399
2020
Q4 		– Sell
-12
Closed -$1K – 432
2020
Q3 		$1K Sell
12
-467
-97% -$43.6K ﹤0.01% 418
2020
Q2 		$46K Buy
479
+20
+4% +$1.97K 0.02% 196
2020
Q1 		$42K Buy
459
+328
+250% +$35.7K 0.02% 203
2019
Q4 		$15K Buy
+131
New +$14.3K 0.01% 349

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simon Quick Advisors's ALL Position: Q2 2025 in Review

Simon Quick Advisors sold out of Allstate (ALL) in Q2 2025, closing a stake of 2,437 shares — an estimated $505K sold.

Simon Quick Advisors first reported a position in ALL in Q4 2019 and held it in 14 quarters. The position peaked at $615K in Q4 2024. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Simon Quick Advisors reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,437 Allstate shares in Q2 2025, an estimated $505K.
  • Simon Quick Advisors first reported a position in Allstate in Q4 2019 and held it in 14 quarters.
  • Simon Quick Advisors's Allstate position peaked at $615K in Q4 2024.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.