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
2024 Q4 REDUCED 343,488 -14,173 -4.0% 1.31% $37.1M $106.55
2024 Q3 REDUCED 357,661 -28,336 -7.3% 1.22% $34.4M $94.52
2024 Q2 REDUCED 385,997 -9,755 -2.5% 1.12% $29.3M $74.46
2024 Q1 ADDED 395,752 +101,920 +34.7% 1.22% $32.1M $79.36
2023 Q4 ADDED 293,832 +11,400 +4.0% 0.72% $17.1M $56.67
2023 Q3 ADDED 282,432 +2,256 +0.8% 0.78% $16.7M $57.30
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ALSN price (monthly, adj. close)
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