Slocum, Gordon & Co’s Allstate ALL Stock Holding History

Slocum, Gordon & Co’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
2023 Q4	–	Sell	-116	Closed	-$12.9K	–	136
2023 Q3	$12.9K	Hold	116	–	–	0.01%	123
2023 Q2	$12.6K	Buy	+116	New	+$13.2K	0.01%	119

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Slocum, Gordon & Co's ALL Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of Allstate (ALL) in Q4 2023, closing a stake of 116 shares — an estimated $12.9K sold.

Slocum, Gordon & Co first reported a position in ALL in Q2 2023 and held it in 2 quarters. The position peaked at $12.9K in Q3 2023. 1,243 funds tracked by Wall St. Rank hold ALL as of Q4 2023.

Slocum, Gordon & Co reported no remaining Allstate position as of Q4 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 116 Allstate shares in Q4 2023, an estimated $12.9K.
Slocum, Gordon & Co first reported a position in Allstate in Q2 2023 and held it in 2 quarters.
Slocum, Gordon & Co's Allstate position peaked at $12.9K in Q3 2023.
1,243 funds tracked by Wall St. Rank held Allstate as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.