Ameriprise
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Ameriprise’s Information Services Group III Stock Holding History

Ameriprise’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-169,032
Closed -$683K – 3904
2024
Q1 		$683K Sell
169,032
-4,743
-3% -$20.6K ﹤0.01% 3315
2023
Q4 		$818K Sell
173,775
-26,496
-13% -$116K ﹤0.01% 3275
2023
Q3 		$877K Sell
200,271
-1,785
-0.9% -$8.92K ﹤0.01% 3198
2023
Q2 		$1.08M Buy
202,056
+7,728
+4% +$40K ﹤0.01% 3137
2023
Q1 		$989K Hold
194,328
– – ﹤0.01% 3164
2022
Q4 		$893K Sell
194,328
-201
-0.1% -$1.02K ﹤0.01% 3189
2022
Q3 		$927K Buy
194,529
+62,419
+47% +$388K ﹤0.01% 3148
2022
Q2 		$894K Sell
132,110
-1,372
-1% -$8.64K ﹤0.01% 3164
2022
Q1 		$908K Buy
+133,482
New +$941K ﹤0.01% 3254

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return