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Berman Capital Advisors’s Ally Financial ALLY Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$106K Buy
2,083
+517
+33% +$26.7K 0.02% 418
2021
Q2 		$78K Buy
1,566
+52
+3% +$2.67K 0.01% 442
2021
Q1 		$68K Buy
1,514
+581
+62% +$24.3K 0.01% 383
2020
Q4 		$33K Buy
933
+2
+0.2% +$61 0.01% 521
2020
Q3 		$23K Sell
931
-36
-4% -$805 0.01% 539
2020
Q2 		$19K Buy
967
+596
+161% +$10.1K 0.01% 549
2020
Q1 		$5K Sell
371
-43
-10% -$1.13K ﹤0.01% 866
2019
Q4 		$12K Buy
414
+22
+6% +$687 ﹤0.01% 663
2019
Q3 		$13K Buy
392
+2
+0.5% +$65 ﹤0.01% 632
2019
Q2 		$12K Buy
390
+2
+0.5% +$59 ﹤0.01% 660
2019
Q1 		$10K Buy
388
+326
+526% +$8.51K ﹤0.01% 647
2018
Q4 		$1K Buy
+62
New +$1.55K ﹤0.01% 944

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's ALLY Position: Q3 2021 in Review

Berman Capital Advisors increased its Ally Financial (ALLY) stake by 33% in Q3 2021, buying an estimated $26.7K and bringing the position to 2,083 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #418.

Berman Capital Advisors first reported a position in ALLY in Q4 2018 and has held it in 12 quarters since. 607 funds tracked by Wall St. Rank hold ALLY as of Q3 2021.

  • Berman Capital Advisors held 2,083 shares of Ally Financial worth $106K as of Q3 2021.
  • Berman Capital Advisors bought 517 Ally Financial shares in Q3 2021, an estimated $26.7K.
  • Ally Financial made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #418 holding.
  • Berman Capital Advisors first reported a position in Ally Financial in Q4 2018 and has held it in 12 quarters since.
  • 607 funds tracked by Wall St. Rank held Ally Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.