Winch Advisory Services’s Allstate ALL Stock Holding History

Winch Advisory Services’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 Q1	–	Sell	-4	Closed	-$771	–	497
2024 Q4	$771	Buy	+4	New	+$776	﹤0.01%	488
2016 Q1	–	Sell	-72	Closed	-$4K	–	237
2015 Q4	$4K	Hold	72	–	–	﹤0.01%	177
2015 Q3	$4K	Buy	+72	New	+$4.5K	0.01%	164

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Winch Advisory Services's ALL Position: Q1 2025 in Review

Winch Advisory Services sold out of Allstate (ALL) in Q1 2025, closing a stake of 4 shares — an estimated $771 sold.

Winch Advisory Services first reported a position in ALL in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q4 2015. 1,578 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

Winch Advisory Services reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 4 Allstate shares in Q1 2025, an estimated $771.
Winch Advisory Services first reported a position in Allstate in Q3 2015 and held it in 3 quarters.
Winch Advisory Services's Allstate position peaked at $4K in Q4 2015.
1,578 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.