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Cambridge Trust’s Ameriprise Financial AMP Stock Holding History

Cambridge Trust’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$446K Buy
1,017
+5
+0.5% +$2K 0.02% 200
2023
Q4 		$384K Sell
1,012
-403
-28% -$138K 0.02% 209
2023
Q3 		$466K Sell
1,415
-40
-3% -$13.7K 0.02% 191
2023
Q2 		$483K Sell
1,455
-198
-12% -$60.9K 0.02% 193
2023
Q1 		$507K Buy
1,653
+82
+5% +$26.9K 0.02% 188
2022
Q4 		$489K Sell
1,571
-163
-9% -$49.7K 0.02% 199
2022
Q3 		$436K Sell
1,734
-279
-14% -$73.4K 0.02% 203
2022
Q2 		$478K Sell
2,013
-225
-10% -$60.3K 0.02% 208
2022
Q1 		$672K Sell
2,238
-1,273
-36% -$385K 0.02% 188
2021
Q4 		$1.06M Buy
3,511
+173
+5% +$51.2K 0.03% 163
2021
Q3 		$882K Hold
3,338
– – 0.03% 141
2021
Q2 		$831K Sell
3,338
-684
-17% -$172K 0.03% 150
2021
Q1 		$935K Buy
4,022
+2,551
+173% +$552K 0.04% 143
2020
Q4 		$286K Hold
1,471
– – 0.01% 195
2020
Q3 		$227K Sell
1,471
-150
-9% -$23.1K 0.01% 218
2020
Q2 		$248K Buy
+1,621
New +$208K 0.01% 213
2020
Q1 		– Sell
-1,319
Closed -$220K – 230
2019
Q4 		$220K Buy
+1,319
New +$204K 0.01% 256
2018
Q1 		– Sell
-1,202
Closed -$203K – 248
2017
Q4 		$203K Sell
1,202
-401
-25% -$64.3K 0.01% 251
2017
Q3 		$238K Hold
1,603
– – 0.02% 233
2017
Q2 		$205K Sell
1,603
-650
-29% -$82.5K 0.01% 238
2017
Q1 		$292K Buy
+2,253
New +$279K 0.02% 234
2015
Q3 		– Sell
-1,611
Closed -$201K – 216
2015
Q2 		$201K Hold
1,611
– – 0.02% 221
2015
Q1 		$211K Buy
+1,611
New +$212K 0.02% 217

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cambridge Trust's AMP Position: Q1 2024 in Review

Cambridge Trust increased its Ameriprise Financial (AMP) stake by 0.49% in Q1 2024, buying an estimated $2K and bringing the position to 1,017 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #200.

Cambridge Trust first reported a position in AMP in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2021. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Cambridge Trust held 1,017 shares of Ameriprise Financial worth $446K as of Q1 2024.
  • Cambridge Trust bought 5 Ameriprise Financial shares in Q1 2024, an estimated $2K.
  • Ameriprise Financial made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #200 holding.
  • Cambridge Trust first reported a position in Ameriprise Financial in Q1 2015 and has held it in 23 quarters since.
  • Cambridge Trust's Ameriprise Financial position peaked at $1.06M in Q4 2021.
  • 1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.