Lee Ainslie's ALL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 23,798 shares of The Allstate Corporation (ALL) worth $4.95 M, representing 0.05% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ALL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 41,770 shares. Largest reduction occurred in Q2 2018, reducing 104,830 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's The Allstate Corporation (ALL) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Allstate Corporation (ALL) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +3,560 | New Buy | 3,560 | $71.07 |
| Q2 2015 | +340 | Add 9.55% | 3,900 | $64.87 |
| Q3 2015 | +340 | Add 8.72% | 4,240 | $58.25 |
| Q1 2016 | +3,500 | Add 82.55% | 7,740 | $67.31 |
| Q2 2016 | +1,290 | Add 16.67% | 9,030 | $69.99 |
| Q4 2016 | -460 | Reduce 5.09% | 8,570 | $74.10 |
| Q1 2017 | -370 | Reduce 4.32% | 8,200 | $81.46 |
| Q2 2017 | +11,590 | Add 141.34% | 19,790 | $88.43 |
| Q3 2017 | +4,630 | Add 23.40% | 24,420 | $91.89 |
| Q4 2017 | +41,770 | Add 171.05% | 66,190 | $104.71 |
| Q1 2018 | +38,640 | Add 58.38% | 104,830 | $94.80 |
| Q2 2018 | -104,830 | Sold Out | 0 | $0.00 |
| Q2 2020 | +51 | New Buy | 51 | $98.04 |
| Q3 2020 | -51 | Sold Out | 0 | $0.00 |
| Q1 2021 | +1,199 | New Buy | 1,199 | $115.10 |
| Q2 2021 | -1,199 | Sold Out | 0 | $0.00 |
| Q2 2025 | +21,391 | New Buy | 21,391 | $201.31 |
| Q3 2025 | -5,127 | Reduce 23.97% | 16,264 | $214.65 |
| Q4 2025 | +7,534 | Add 46.32% | 23,798 | $208.15 |
Lee Ainslie's The Allstate Corporation Investment FAQs
Lee Ainslie first purchased The Allstate Corporation (ALL) in Q1 2015, acquiring 3,560 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The Allstate Corporation (ALL) for 21 quarters since Q1 2015.
Lee Ainslie's largest addition to The Allstate Corporation (ALL) was in Q4 2017, adding 66,190 shares worth $6.93 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 23,798 shares of The Allstate Corporation (ALL), valued at approximately $4.95 M.
As of the Q4 2025 filing, The Allstate Corporation (ALL) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Allstate Corporation (ALL) was 104,830 shares, as reported at the end of Q1 2018.