Sweeney & Michel’s Allstate ALL Stock Holding History

Sweeney & Michel’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
2025 Q2	–	Sell	-1,500	Closed	-$275K	–	131
2025 Q1	$275K	Buy	+1,500	New	+$292K	0.12%	99
2024 Q3	$293K	Hold	1,500	–	–	0.12%	98
2024 Q2	$238K	Hold	1,500	–	–	0.1%	102
2024 Q1	$254K	Buy	+1,500	New	+$237K	0.11%	99

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Sweeney & Michel's ALL Position: Q2 2025 in Review

Sweeney & Michel sold out of Allstate (ALL) in Q2 2025, closing a stake of 1,500 shares — an estimated $275K sold.

Sweeney & Michel first reported a position in ALL in Q1 2024 and held it in 4 quarters. The position peaked at $293K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

Sweeney & Michel reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
Sweeney & Michel sold 1,500 Allstate shares in Q2 2025, an estimated $275K.
Sweeney & Michel first reported a position in Allstate in Q1 2024 and held it in 4 quarters.
Sweeney & Michel's Allstate position peaked at $293K in Q3 2024.
1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Sweeney & Michel's 13F filing for Q2 2025, filed 14 Jul 2025.