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Sugarloaf Wealth Management’s Allstate ALL Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$228K Sell
1,185
-62
-5% -$12K 0.04% 149
2024
Q3 		$237K Sell
1,247
-139
-10% -$24.7K 0.04% 139
2024
Q2 		$221K Buy
1,386
+5
+0.4% +$834 0.04% 132
2024
Q1 		$239K Buy
1,381
+7
+0.5% +$1.1K 0.05% 129
2023
Q4 		$192K Buy
1,374
+8
+0.6% +$1.04K 0.05% 140
2023
Q3 		$152K Buy
1,366
+9
+0.7% +$982 0.04% 167
2023
Q2 		$148K Sell
1,357
-21
-2% -$2.38K 0.03% 171
2023
Q1 		$153K Buy
1,378
+6
+0.4% +$758 0.04% 156
2022
Q4 		$186K Sell
1,372
-161
-11% -$21.1K 0.05% 129
2022
Q3 		$191K Sell
1,533
-242
-14% -$30.1K 0.05% 124
2022
Q2 		$225K Buy
1,775
+39
+2% +$5.11K 0.06% 111
2022
Q1 		$240K Sell
1,736
-91
-5% -$11.4K 0.06% 109
2021
Q4 		$215K Buy
1,827
+8
+0.4% +$946 0.05% 118
2021
Q3 		$232K Buy
1,819
+8
+0.4% +$1.06K 0.06% 112
2021
Q2 		$236K Buy
1,811
+10
+0.6% +$1.29K 0.06% 109
2021
Q1 		$207 Buy
1,801
+6
+0.3% +$661 0.06% 121
2020
Q4 		$197K Buy
1,795
+8
+0.4% +$786 0.07% 116
2020
Q3 		$168K Buy
1,787
+7
+0.4% +$653 0.06% 120
2020
Q2 		$173K Buy
1,780
+8
+0.5% +$786 0.07% 120
2020
Q1 		$163K Buy
1,772
+5
+0.3% +$544 0.07% 113
2019
Q4 		$199K Buy
+1,767
New +$193K 0.08% 118

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's ALL Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Allstate (ALL) stake by 5% in Q4 2024, selling an estimated $12K and leaving 1,185 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #149.

Sugarloaf Wealth Management first reported a position in ALL in Q4 2019 and has held it in 21 quarters since. The position peaked at $240K in Q1 2022. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,185 shares of Allstate worth $228K as of Q4 2024.
  • Sugarloaf Wealth Management sold 62 Allstate shares in Q4 2024, an estimated $12K.
  • Allstate made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #149 holding.
  • Sugarloaf Wealth Management first reported a position in Allstate in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Allstate position peaked at $240K in Q1 2022.
  • 1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.