Surevest’s Allstate ALL Stock Holding History

Surevest’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
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	348
2022 Q2	$3K	Buy	22 +15	+214%	+$1.97K	﹤0.01%	369
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	428
2021 Q4	$1K	Buy	+7	New	+$828	﹤0.01%	437

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Surevest's ALL Position: Q3 2022 in Review

Surevest held its Allstate (ALL) position steady in Q3 2022 at 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Surevest first reported a position in ALL in Q4 2021 and has held it in 4 quarters since. 1,210 funds tracked by Wall St. Rank hold ALL as of Q3 2022.

Surevest held 22 shares of Allstate worth $3K as of Q3 2022.
Surevest left its Allstate share count unchanged in Q3 2022.
Allstate made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #348 holding.
Surevest first reported a position in Allstate in Q4 2021 and has held it in 4 quarters since.
1,210 funds tracked by Wall St. Rank held Allstate as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.