Azora Capital LP’s Ameriprise Financial AMP Stock Holding History

Azora Capital 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
2023 Q3	–	Sell	-54,004	Closed	-$17.9M	–	47
2023 Q2	$17.9M	Buy	+54,004	New	+$16.6M	3.25%	14
2022 Q2	–	Sell	-37,434	Closed	-$11.2M	–	31
2022 Q1	$11.2M	Buy	+37,434	New	+$11.3M	1.88%	21
2019 Q3	–	Sell	-201,891	Closed	-$29.3M	–	37
2019 Q2	$29.3M	Buy	+201,891	New	+$29.2M	4.02%	10
2018 Q3	–	Sell	-103,000	Closed	-$14.4M	–	37
2018 Q2	$14.4M	Buy	+103,000	New	+$14.6M	2.27%	14

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Azora Capital LP's AMP Position: Q3 2023 in Review

Azora Capital LP sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 54,004 shares — an estimated $17.9M sold.

Azora Capital LP first reported a position in AMP in Q2 2018 and held it in 4 quarters. The position peaked at $29.3M in Q2 2019. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Azora Capital LP reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
Azora Capital LP sold 54,004 Ameriprise Financial shares in Q3 2023, an estimated $17.9M.
Azora Capital LP first reported a position in Ameriprise Financial in Q2 2018 and held it in 4 quarters.
Azora Capital LP's Ameriprise Financial position peaked at $29.3M in Q2 2019.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Azora Capital LP's 13F filing for Q3 2023, filed 14 Nov 2023.