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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 $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return