Bank Julius Baer & Co
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Bank Julius Baer & Co’s Ally Financial ALLY Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-7,750
Closed -$369K – 591
2021
Q4 		$369K Buy
7,750
+4,830
+165% +$239K ﹤0.01% 460
2021
Q3 		$149K Buy
2,920
+2,459
+533% +$127K ﹤0.01% 588
2021
Q2 		$23K Buy
+461
New +$23.7K ﹤0.01% 747

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank Julius Baer & Co's ALLY Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Ally Financial (ALLY) in Q1 2022, closing a stake of 7,750 shares — an estimated $369K sold.

Bank Julius Baer & Co first reported a position in ALLY in Q2 2021 and held it in 3 quarters. The position peaked at $369K in Q4 2021. 618 funds tracked by Wall St. Rank hold ALLY as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Ally Financial position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 7,750 Ally Financial shares in Q1 2022, an estimated $369K.
  • Bank Julius Baer & Co first reported a position in Ally Financial in Q2 2021 and held it in 3 quarters.
  • Bank Julius Baer & Co's Ally Financial position peaked at $369K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Ally Financial as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.