Burns Matteson Capital Management’s Ally Financial ALLY Stock Holding History

Burns Matteson Capital Management’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
2023 Q1	–	Sell	-19,798	Closed	-$484K	–	143
2022 Q4	$484K	Buy	+19,798	New	+$526K	0.32%	96
2022 Q2	–	Sell	-8,978	Closed	-$390K	–	117
2022 Q1	$390K	Buy	+8,978	New	+$424K	0.27%	82

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Burns Matteson Capital Management's ALLY Position: Q1 2023 in Review

Burns Matteson Capital Management sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 19,798 shares — an estimated $484K sold.

Burns Matteson Capital Management first reported a position in ALLY in Q1 2022 and held it in 2 quarters. The position peaked at $484K in Q4 2022. 501 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

Burns Matteson Capital Management reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
Burns Matteson Capital Management sold 19,798 Ally Financial shares in Q1 2023, an estimated $484K.
Burns Matteson Capital Management first reported a position in Ally Financial in Q1 2022 and held it in 2 quarters.
Burns Matteson Capital Management's Ally Financial position peaked at $484K in Q4 2022.
501 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on Burns Matteson Capital Management's 13F filing for Q1 2023, filed 12 Dec 2023.