Carroll Financial Associates’s Ally Financial ALLY Stock Holding History

Carroll Financial Associates’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 Q4	$154K	Buy	3,247 +150	+5%	+$7.43K	0.01%	435
2021 Q3	$158K	Hold	3,097	–	–	0.01%	444
2021 Q2	$154K	Sell	3,097 -500	-14%	-$25.7K	0.01%	477
2021 Q1	$162K	Sell	3,597 -592	-14%	-$24.8K	0.01%	444
2020 Q4	$149K	Sell	4,189 -1,840	-31%	-$55.7K	0.01%	429
2020 Q3	$151K	Sell	6,029 -10,000	-62%	-$224K	0.01%	391
2020 Q2	$317K	Buy	16,029 +13,925	+662%	+$237K	0.03%	272
2020 Q1	$30K	Buy	2,104 +785	+60%	+$20.6K	﹤0.01%	694
2019 Q4	$40K	Sell	1,319 -8	-0.6%	-$250	﹤0.01%	703
2019 Q3	$44K	Buy	1,327 +8	+0.6%	+$259	﹤0.01%	648
2019 Q2	$40K	Buy	+1,319	New	+$38.9K	﹤0.01%	654
2016 Q2	–	Sell	-180	Closed	-$3K	–	1128
2016 Q1	$3K	Buy	+180	New	+$3.1K	﹤0.01%	978

Other funds holding ALLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's ALLY Position: Q4 2021 in Review

Carroll Financial Associates increased its Ally Financial (ALLY) stake by 4.8% in Q4 2021, buying an estimated $7.43K and bringing the position to 3,247 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #435.

Carroll Financial Associates first reported a position in ALLY in Q1 2016 and has held it in 12 quarters since. The position peaked at $317K in Q2 2020. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

Carroll Financial Associates held 3,247 shares of Ally Financial worth $154K as of Q4 2021.
Carroll Financial Associates bought 150 Ally Financial shares in Q4 2021, an estimated $7.43K.
Ally Financial made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #435 holding.
Carroll Financial Associates first reported a position in Ally Financial in Q1 2016 and has held it in 12 quarters since.
Carroll Financial Associates's Ally Financial position peaked at $317K in Q2 2020.
611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.