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Caldwell Trust’s Ally Financial ALLY Stock Holding History

Caldwell Trust’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
2020
Q2 		– Sell
-202
Closed -$2.92K – 760
2020
Q1 		$2.92K Hold
202
– – ﹤0.01% 736
2019
Q4 		$6.17K Buy
+202
New +$6.31K ﹤0.01% 727

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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Caldwell Trust's ALLY Position: Q2 2020 in Review

Caldwell Trust sold out of Ally Financial (ALLY) in Q2 2020, closing a stake of 202 shares — an estimated $2.92K sold.

Caldwell Trust first reported a position in ALLY in Q4 2019 and held it in 2 quarters. The position peaked at $6.17K in Q4 2019. 405 funds tracked by Wall St. Rank hold ALLY as of Q2 2020.

  • Caldwell Trust reported no remaining Ally Financial position as of Q2 2020 after selling out during the quarter.
  • Caldwell Trust sold 202 Ally Financial shares in Q2 2020, an estimated $2.92K.
  • Caldwell Trust first reported a position in Ally Financial in Q4 2019 and held it in 2 quarters.
  • Caldwell Trust's Ally Financial position peaked at $6.17K in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Ally Financial as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.