SWS Partners’s Allstate ALL Stock Holding History

SWS Partners’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 Q3	–	Sell	-104	Closed	-$16.7K	–	119
2024 Q2	$16.7K	Buy	+104	New	+$17.3K	0.01%	213
2018 Q1	–	Sell	-64	Closed	-$7K	–	374
2017 Q4	$7K	Buy	+64	New	+$6.3K	0.01%	282

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWS Partners's ALL Position: Q3 2024 in Review

SWS Partners sold out of Allstate (ALL) in Q3 2024, closing a stake of 104 shares — an estimated $16.7K sold.

SWS Partners first reported a position in ALL in Q4 2017 and held it in 2 quarters. The position peaked at $16.7K in Q2 2024. 1,429 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

SWS Partners reported no remaining Allstate position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 104 Allstate shares in Q3 2024, an estimated $16.7K.
SWS Partners first reported a position in Allstate in Q4 2017 and held it in 2 quarters.
SWS Partners's Allstate position peaked at $16.7K in Q2 2024.
1,429 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.