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Capital Analysts LLC’s Ally Financial ALLY Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-135,089
Closed -$4.53M – 1091
2022
Q2 		$4.53M Buy
135,089
+8,525
+7% +$341K 0.31% 73
2022
Q1 		$5.5M Buy
126,564
+7,203
+6% +$340K 0.35% 66
2021
Q4 		$5.68M Buy
119,361
+5,011
+4% +$248K 0.34% 60
2021
Q3 		$5.84M Buy
+114,350
New +$5.91M 0.38% 54
2021
Q2 		– Sell
-34
Closed -$2K – 940
2021
Q1 		$2K Buy
+34
New +$1.42K ﹤0.01% 951

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Analysts LLC's ALLY Position: Q3 2022 in Review

Capital Analysts LLC sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 135,089 shares — an estimated $4.53M sold.

Capital Analysts LLC first reported a position in ALLY in Q1 2021 and held it in 5 quarters. The position peaked at $5.84M in Q3 2021. 529 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Capital Analysts LLC reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 135,089 Ally Financial shares in Q3 2022, an estimated $4.53M.
  • Capital Analysts LLC first reported a position in Ally Financial in Q1 2021 and held it in 5 quarters.
  • Capital Analysts LLC's Ally Financial position peaked at $5.84M in Q3 2021.
  • 529 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.