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AJO LP’s Ameriprise Financial AMP Stock Holding History

AJO LP’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,281
Closed -$1.61M – 55
2020
Q4 		$1.61M Sell
8,281
-69,429
-89% -$12.4M 0.17% 159
2020
Q3 		$12M Buy
77,710
+65,989
+563% +$10.2M 0.13% 179
2020
Q2 		$1.76M Sell
11,721
-53,662
-82% -$6.88M 0.02% 400
2020
Q1 		$6.7M Buy
65,383
+1,725
+3% +$256K 0.06% 216
2019
Q4 		$10.6M Buy
63,658
+18,053
+40% +$2.8M 0.06% 206
2019
Q3 		$6.71M Sell
45,605
-67,402
-60% -$9.45M 0.04% 262
2019
Q2 		$16.4M Buy
113,007
+75,696
+203% +$10.9M 0.09% 189
2019
Q1 		$4.78M Sell
37,311
-550,112
-94% -$68.3M 0.02% 328
2018
Q4 		$61.3M Sell
587,423
-145,902
-20% -$18.3M 0.34% 86
2018
Q3 		$108M Sell
733,325
-47,081
-6% -$6.74M 0.51% 61
2018
Q2 		$109M Sell
780,406
-34,640
-4% -$4.91M 0.5% 61
2018
Q1 		$121M Sell
815,046
-39,650
-5% -$6.47M 0.55% 62
2017
Q4 		$145M Sell
854,696
-116,972
-12% -$18.7M 0.62% 52
2017
Q3 		$144M Buy
971,668
+965,841
+16,575% +$135M 0.63% 51
2017
Q2 		$742K Buy
+5,827
New +$740K ﹤0.01% 510
2015
Q3 		– Sell
-432,610
Closed -$54M – 507
2015
Q2 		$54M Sell
432,610
-1,107,460
-72% -$141M 0.23% 101
2015
Q1 		$202M Buy
1,540,070
+664,010
+76% +$87.5M 0.84% 43
2014
Q4 		$116M Buy
876,060
+393,060
+81% +$49.7M 0.49% 80
2014
Q3 		$59.6M Sell
483,000
-54,380
-10% -$6.67M 0.26% 99
2014
Q2 		$64.5M Buy
537,380
+297,640
+124% +$33.3M 0.28% 102
2014
Q1 		$26.4M Sell
239,740
-13,760
-5% -$1.51M 0.12% 114
2013
Q4 		$29.2M Sell
253,500
-29,800
-11% -$3.08M 0.13% 128
2013
Q3 		$25.8M Sell
283,300
-676,400
-70% -$59.7M 0.12% 116
2013
Q2 		$77.6M Buy
+959,700
New +$74.6M 0.36% 87

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AJO LP's AMP Position: Q1 2021 in Review

AJO LP sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 8,281 shares — an estimated $1.61M sold.

AJO LP first reported a position in AMP in Q2 2013 and held it in 24 quarters. The position peaked at $202M in Q1 2015. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • AJO LP reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 8,281 Ameriprise Financial shares in Q1 2021, an estimated $1.61M.
  • AJO LP first reported a position in Ameriprise Financial in Q2 2013 and held it in 24 quarters.
  • AJO LP's Ameriprise Financial position peaked at $202M in Q1 2015.
  • 882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.