ALSN ALLISON TRANSMISSION HLDGS I

Ownership history in BURNEY CO/  ·  32 quarters on record

This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in ALLISON TRANSMISSION HLDGS I (ALSN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.31% (2024 Q4)
Avg. % of fund
0.85%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 310,806 -7,965 -2.5% 0.95% $30.4M $97.66
2025 Q3 REDUCED 318,771 -5,110 -1.6% 0.86% $27.1M $84.39
2025 Q2 REDUCED 323,881 -5,384 -1.6% 1.04% $30.8M $94.15
2025 Q1 REDUCED 329,265 -14,223 -4.1% 1.15% $31.5M $94.58
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% of Fund (quarterly)    ALSN price (monthly, adj. close)
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