Tortoise Investment Management’s Allstate ALL Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-15	Closed	-$3.22K	–	284
2025 Q3	$3.22K	Buy	15 +2	+15%	+$404	﹤0.01%	781
2025 Q2	$2.62K	Buy	+13	New	+$2.59K	﹤0.01%	745
2020 Q3	–	Sell	-74	Closed	-$7K	–	521
2020 Q2	$7K	Hold	74	–	–	﹤0.01%	392
2020 Q1	$7K	Hold	74	–	–	﹤0.01%	402
2019 Q4	$8K	Hold	74	–	–	﹤0.01%	432
2019 Q3	$8K	Hold	74	–	–	﹤0.01%	426
2019 Q2	$8K	Hold	74	–	–	﹤0.01%	450
2019 Q1	$7K	Hold	74	–	–	﹤0.01%	444
2018 Q4	$6K	Hold	74	–	–	﹤0.01%	432
2018 Q3	$7K	Hold	74	–	–	﹤0.01%	425
2018 Q2	$7K	Hold	74	–	–	﹤0.01%	436
2018 Q1	$7K	Hold	74	–	–	﹤0.01%	414
2017 Q4	$8K	Buy	+74	New	+$7.29K	﹤0.01%	412

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Tortoise Investment Management's ALL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Allstate (ALL) in Q4 2025, closing a stake of 15 shares — an estimated $3.22K sold.

Tortoise Investment Management first reported a position in ALL in Q4 2017 and held it in 13 quarters. The position peaked at $8K in Q4 2019. 1,689 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

Tortoise Investment Management reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 15 Allstate shares in Q4 2025, an estimated $3.22K.
Tortoise Investment Management first reported a position in Allstate in Q4 2017 and held it in 13 quarters.
Tortoise Investment Management's Allstate position peaked at $8K in Q4 2019.
1,689 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.