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Aperio Group’s Ally Financial ALLY Stock Holding History

Aperio 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
2020
Q4 		$14.3M Buy
400,525
+6,196
+2% +$187K 0.04% 433
2020
Q3 		$9.89M Sell
394,329
-12,547
-3% -$280K 0.03% 483
2020
Q2 		$8.07M Sell
406,876
-951,120
-70% -$16.2M 0.03% 538
2020
Q1 		$19.6M Buy
1,357,996
+771,246
+131% +$20.3M 0.09% 232
2019
Q4 		$17.9M Sell
586,750
-282,899
-33% -$8.83M 0.06% 330
2019
Q3 		$28.8M Buy
869,649
+149,325
+21% +$4.84M 0.11% 208
2019
Q2 		$22.3M Buy
720,324
+222,374
+45% +$6.56M 0.09% 255
2019
Q1 		$13.7M Buy
497,950
+66,250
+15% +$1.73M 0.06% 356
2018
Q4 		$9.78M Buy
431,700
+99,210
+30% +$2.48M 0.05% 416
2018
Q3 		$8.79M Buy
332,490
+32,872
+11% +$892K 0.04% 483
2018
Q2 		$7.87M Buy
299,618
+16,554
+6% +$442K 0.04% 512
2018
Q1 		$7.68M Buy
283,064
+40,604
+17% +$1.16M 0.04% 513
2017
Q4 		$7.07M Buy
242,460
+14,194
+6% +$377K 0.04% 519
2017
Q3 		$5.54M Buy
228,266
+26,284
+13% +$587K 0.03% 570
2017
Q2 		$4.22M Buy
201,982
+41,179
+26% +$809K 0.03% 651
2017
Q1 		$3.27M Buy
160,803
+20,100
+14% +$427K 0.02% 702
2016
Q4 		$2.68M Buy
140,703
+32,507
+30% +$625K 0.02% 720
2016
Q3 		$2.11M Buy
108,196
+9,917
+10% +$184K 0.02% 816
2016
Q2 		$1.68M Sell
98,279
-23,046
-19% -$398K 0.01% 877
2016
Q1 		$2.27M Buy
121,325
+56,334
+87% +$971K 0.02% 733
2015
Q4 		$1.21M Buy
64,991
+1,368
+2% +$27.1K 0.01% 934
2015
Q3 		$1.3M Buy
63,623
+13,725
+28% +$298K 0.01% 879
2015
Q2 		$1.12M Buy
49,898
+3,453
+7% +$76.1K 0.01% 925
2015
Q1 		$974K Buy
46,445
+10,039
+28% +$211K 0.01% 949
2014
Q4 		$860K Buy
36,406
+16,094
+79% +$364K 0.01% 964
2014
Q3 		$470K Buy
+20,312
New +$485K 0.01% 1172

Other funds holding ALLY

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

Aperio Group's ALLY Position: Q4 2020 in Review

Aperio Group increased its Ally Financial (ALLY) stake by 1.6% in Q4 2020, buying an estimated $187K and bringing the position to 400,525 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #433.

Aperio Group first reported a position in ALLY in Q3 2014 and has held it in 26 quarters since. The position peaked at $28.8M in Q3 2019. 491 funds tracked by Wall St. Rank hold ALLY as of Q4 2020.

  • Aperio Group held 400,525 shares of Ally Financial worth $14.3M as of Q4 2020.
  • Aperio Group bought 6,196 Ally Financial shares in Q4 2020, an estimated $187K.
  • Ally Financial made up 0.04% of Aperio Group's portfolio in Q4 2020, its #433 holding.
  • Aperio Group first reported a position in Ally Financial in Q3 2014 and has held it in 26 quarters since.
  • Aperio Group's Ally Financial position peaked at $28.8M in Q3 2019.
  • 491 funds tracked by Wall St. Rank held Ally Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.