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Stewardship Financial Advisors’s Allstate ALL Stock Holding History

Stewardship Financial 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
2021
Q1 		$233K Sell
2,030
-351
-15% -$38.7K 0.08% 55
2020
Q4 		$262K Buy
+2,381
New +$234K 0.1% 52

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stewardship Financial Advisors's ALL Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Allstate (ALL) stake by 15% in Q1 2021, selling an estimated $38.7K and leaving 2,030 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #55.

Stewardship Financial Advisors first reported a position in ALL in Q4 2020 and has held it in 2 quarters since. The position peaked at $262K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold ALL as of Q1 2021.

  • Stewardship Financial Advisors held 2,030 shares of Allstate worth $233K as of Q1 2021.
  • Stewardship Financial Advisors sold 351 Allstate shares in Q1 2021, an estimated $38.7K.
  • Allstate made up 0.08% of Stewardship Financial Advisors's portfolio in Q1 2021, its #55 holding.
  • Stewardship Financial Advisors first reported a position in Allstate in Q4 2020 and has held it in 2 quarters since.
  • Stewardship Financial Advisors's Allstate position peaked at $262K in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held Allstate as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.