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Badgley Phelps Wealth Managers’s Ally Financial ALLY Stock Holding History

Badgley Phelps Wealth Managers’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
-210,123
Closed -$5.85M – 214
2022
Q3 		$5.85M Sell
210,123
-1,419
-0.7% -$47.1K 0.25% 99
2022
Q2 		$7.09M Sell
211,542
-6,066
-3% -$242K 0.29% 93
2022
Q1 		$9.46M Buy
217,608
+36,919
+20% +$1.74M 0.33% 93
2021
Q4 		$8.6M Sell
180,689
-38,032
-17% -$1.88M 0.28% 98
2021
Q3 		$11.2M Buy
+218,721
New +$11.3M 0.41% 86

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

Badgley Phelps Wealth Managers's ALLY Position: Q4 2022 in Review

Badgley Phelps Wealth Managers sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 210,123 shares — an estimated $5.85M sold.

Badgley Phelps Wealth Managers first reported a position in ALLY in Q3 2021 and held it in 5 quarters. The position peaked at $11.2M in Q3 2021. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Badgley Phelps Wealth Managers reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 210,123 Ally Financial shares in Q4 2022, an estimated $5.85M.
  • Badgley Phelps Wealth Managers first reported a position in Ally Financial in Q3 2021 and held it in 5 quarters.
  • Badgley Phelps Wealth Managers's Ally Financial position peaked at $11.2M in Q3 2021.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2022, filed 27 Jan 2023.