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Balasa Dinverno & Foltz’s Ally Financial ALLY Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		$1.28M Sell
45,928
-1,064
-2% -$35.3K 0.08% 100
2022
Q2 		$1.57M Buy
46,992
+1,481
+3% +$59.2K 0.1% 84
2022
Q1 		$1.98M Sell
45,511
-290
-0.6% -$13.7K 0.13% 69
2021
Q4 		$2.18M Sell
45,801
-1,497
-3% -$74.1K 0.14% 67
2021
Q3 		$2.42M Sell
47,298
-942
-2% -$48.7K 0.17% 60
2021
Q2 		$2.4M Sell
48,240
-3,196
-6% -$164K 0.17% 56
2021
Q1 		$2.33M Sell
51,436
-1,400
-3% -$58.6K 0.19% 52
2020
Q4 		$1.88M Sell
52,836
-3,032
-5% -$91.7K 0.16% 60
2020
Q3 		$1.4M Sell
55,868
-1,923
-3% -$43K 0.13% 72
2020
Q2 		$1.15M Buy
57,791
+7,777
+16% +$132K 0.13% 72
2020
Q1 		$722K Buy
50,014
+20,904
+72% +$549K 0.09% 101
2019
Q4 		$890K Sell
29,110
-13,933
-32% -$435K 0.09% 104
2019
Q3 		$1.43M Buy
43,043
+3,267
+8% +$106K 0.17% 63
2019
Q2 		$1.23M Buy
39,776
+31,366
+373% +$926K 0.14% 69
2019
Q1 		$231K Buy
+8,410
New +$219K 0.03% 219
2018
Q2 		– Sell
-8,231
Closed -$223K – 223
2018
Q1 		$223K Buy
+8,231
New +$236K 0.03% 197

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 $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balasa Dinverno & Foltz's ALLY Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Ally Financial (ALLY) stake by 2.3% in Q3 2022, selling an estimated $35.3K and leaving 45,928 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #100.

Balasa Dinverno & Foltz first reported a position in ALLY in Q1 2018 and has held it in 16 quarters since. The position peaked at $2.42M in Q3 2021. 529 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Balasa Dinverno & Foltz held 45,928 shares of Ally Financial worth $1.28M as of Q3 2022.
  • Balasa Dinverno & Foltz sold 1,064 Ally Financial shares in Q3 2022, an estimated $35.3K.
  • Ally Financial made up 0.08% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #100 holding.
  • Balasa Dinverno & Foltz first reported a position in Ally Financial in Q1 2018 and has held it in 16 quarters since.
  • Balasa Dinverno & Foltz's Ally Financial position peaked at $2.42M in Q3 2021.
  • 529 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.