AIA
ALLY icon

Affinity Investment Advisors’s Ally Financial ALLY Stock Holding History

Affinity Investment Advisors’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
Q4 		– Sell
-8,743
Closed -$243K – 194
2022
Q3 		$243K Sell
8,743
-65
-0.7% -$2.16K 0.13% 173
2022
Q2 		$295K Buy
8,808
+935
+12% +$37.3K 0.14% 170
2022
Q1 		$342K Buy
7,873
+883
+13% +$41.7K 0.14% 158
2021
Q4 		$333K Buy
6,990
+1,679
+32% +$83.1K 0.13% 155
2021
Q3 		$271K Buy
5,311
+1,128
+27% +$58.3K 0.12% 159
2021
Q2 		$208K Sell
4,183
-1,004
-19% -$51.5K 0.09% 157
2021
Q1 		$235K Sell
5,187
-730
-12% -$30.6K 0.09% 145
2020
Q4 		$211K Sell
5,917
-4,215
-42% -$128K 0.09% 149
2020
Q3 		$254K Buy
+10,132
New +$226K 0.11% 131

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Affinity Investment Advisors's ALLY Position: Q4 2022 in Review

Affinity Investment Advisors sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 8,743 shares — an estimated $243K sold.

Affinity Investment Advisors first reported a position in ALLY in Q3 2020 and held it in 9 quarters. The position peaked at $342K in Q1 2022. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Affinity Investment Advisors reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 8,743 Ally Financial shares in Q4 2022, an estimated $243K.
  • Affinity Investment Advisors first reported a position in Ally Financial in Q3 2020 and held it in 9 quarters.
  • Affinity Investment Advisors's Ally Financial position peaked at $342K in Q1 2022.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Affinity Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.