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Squar Milner Financial Services’s Allstate ALL Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,138
Closed -$104K – 232
2020
Q1 		$104K Sell
1,138
-35
-3% -$3.81K 0.06% 252
2019
Q4 		$131K Buy
+1,173
New +$128K 0.07% 271
2019
Q3 		– Sell
-283
Closed -$29K – 236
2019
Q2 		$29K Sell
283
-75
-21% -$7.33K 0.02% 414
2019
Q1 		$33K Buy
358
+82
+30% +$7.42K 0.02% 369
2018
Q4 		$23K Buy
276
+1
+0.4% +$90 0.02% 377
2018
Q3 		$27K Buy
275
+1
+0.4% +$98 0.02% 374
2018
Q2 		$25K Buy
+274
New +$26K 0.02% 446

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's ALL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Allstate (ALL) in Q2 2020, closing a stake of 1,138 shares — an estimated $104K sold.

Squar Milner Financial Services first reported a position in ALL in Q2 2018 and held it in 7 quarters. The position peaked at $131K in Q4 2019. 1,073 funds tracked by Wall St. Rank hold ALL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Allstate position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,138 Allstate shares in Q2 2020, an estimated $104K.
  • Squar Milner Financial Services first reported a position in Allstate in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Allstate position peaked at $131K in Q4 2019.
  • 1,073 funds tracked by Wall St. Rank held Allstate as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.