Steve Schonfeld’s AllianceBernstein AB Stock Holding History

Steve Schonfeld’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,500	Closed	-$57.5K	–	1979
2025 Q1	$57.5K	Buy	+1,500	New	+$56.5K	﹤0.01%	2064

Other funds holding AB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Steve Schonfeld's AB Position: Q1 2021 in Review

Steve Schonfeld sold out of AllianceBernstein (AB) in Q1 2021, closing a stake of 93,683 shares — an estimated $3.16M sold.

Steve Schonfeld first reported a position in AB in Q4 2019 and held it in 3 quarters. The position peaked at $3.37M in Q4 2019. 248 funds tracked by Wall St. Rank hold AB as of Q1 2021.

Steve Schonfeld reported no remaining AllianceBernstein position as of Q1 2021 after selling out during the quarter.
Steve Schonfeld sold 93,683 AllianceBernstein shares in Q1 2021, an estimated $3.16M.
Steve Schonfeld first reported a position in AllianceBernstein in Q4 2019 and held it in 3 quarters.
Steve Schonfeld's AllianceBernstein position peaked at $3.37M in Q4 2019.
248 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2021.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2021, filed 17 May 2021.