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Abacus Planning Group’s Ally Financial ALLY Stock Holding History

Abacus Planning Group’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,516
Closed -$252K – 181
2022
Q2 		$252K Buy
7,516
+1,603
+27% +$64K 0.07% 148
2022
Q1 		$257K Buy
+5,913
New +$279K 0.07% 170
2020
Q2 		– Sell
-11,567
Closed -$167K – 168
2020
Q1 		$167K Buy
+11,567
New +$304K 0.08% 138

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abacus Planning Group's ALLY Position: Q3 2022 in Review

Abacus Planning Group sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 7,516 shares — an estimated $252K sold.

Abacus Planning Group first reported a position in ALLY in Q1 2020 and held it in 3 quarters. The position peaked at $257K in Q1 2022. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Abacus Planning Group reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Abacus Planning Group sold 7,516 Ally Financial shares in Q3 2022, an estimated $252K.
  • Abacus Planning Group first reported a position in Ally Financial in Q1 2020 and held it in 3 quarters.
  • Abacus Planning Group's Ally Financial position peaked at $257K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Abacus Planning Group's 13F filing for Q3 2022, filed 19 Oct 2022.