ClearBridge Investments
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ClearBridge Investments’s Ameriprise Financial AMP Stock Holding History

ClearBridge Investments’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
2020
Q3 		– Sell
-704
Closed -$106K – 791
2020
Q2 		$106K Sell
704
-256
-27% -$32.8K ﹤0.01% 745
2020
Q1 		$98K Sell
960
-8
-0.8% -$1.19K ﹤0.01% 737
2019
Q4 		$164K Sell
968
-193
-17% -$29.9K ﹤0.01% 749
2019
Q3 		$171K Hold
1,161
– – ﹤0.01% 739
2019
Q2 		$169K Buy
1,161
+1
+0.1% +$145 ﹤0.01% 743
2019
Q1 		$149K Sell
1,160
-500
-30% -$62.1K ﹤0.01% 763
2018
Q4 		$173K Buy
1,660
+5
+0.3% +$628 ﹤0.01% 774
2018
Q3 		$244K Buy
1,655
+1
+0.1% +$143 ﹤0.01% 794
2018
Q2 		$231K Buy
1,654
+1
+0.1% +$142 ﹤0.01% 724
2018
Q1 		$245K Sell
1,653
-550,942
-100% -$89.9M ﹤0.01% 733
2017
Q4 		$93.6M Sell
552,595
-12,388
-2% -$1.99M 0.09% 218
2017
Q3 		$83.9M Sell
564,983
-121,931
-18% -$17M 0.08% 231
2017
Q2 		$87.4M Sell
686,914
-6,015
-0.9% -$764K 0.09% 224
2017
Q1 		$89.9M Buy
692,929
+219,448
+46% +$27.2M 0.09% 212
2016
Q4 		$52.5M Sell
473,481
-7,934
-2% -$838K 0.06% 281
2016
Q3 		$48M Sell
481,415
-7,145
-1% -$692K 0.05% 290
2016
Q2 		$43.9M Sell
488,560
-11,053
-2% -$1.07M 0.05% 285
2016
Q1 		$47M Buy
499,613
+496,192
+14,504% +$44.5M 0.06% 277
2015
Q4 		$364K Buy
3,421
+17
+0.5% +$1.9K ﹤0.01% 784
2015
Q3 		$371K Hold
3,404
– – ﹤0.01% 810
2015
Q2 		$425K Sell
3,404
-1,139
-25% -$145K ﹤0.01% 805
2015
Q1 		$594K Buy
4,543
+79
+2% +$10.4K ﹤0.01% 787
2014
Q4 		$590K Sell
4,464
-871
-16% -$110K ﹤0.01% 807
2014
Q3 		$658K Hold
5,335
– – ﹤0.01% 795
2014
Q2 		$640K Hold
5,335
– – ﹤0.01% 755
2014
Q1 		$587K Hold
5,335
– – ﹤0.01% 766
2013
Q4 		$614K Hold
5,335
– – ﹤0.01% 748
2013
Q3 		$486K Hold
5,335
– – ﹤0.01% 750
2013
Q2 		$432K Buy
+5,335
New +$415K ﹤0.01% 745

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ClearBridge Investments's AMP Position: Q3 2020 in Review

ClearBridge Investments sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 704 shares — an estimated $106K sold.

ClearBridge Investments first reported a position in AMP in Q2 2013 and held it in 29 quarters. The position peaked at $93.6M in Q4 2017. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • ClearBridge Investments reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments sold 704 Ameriprise Financial shares in Q3 2020, an estimated $106K.
  • ClearBridge Investments first reported a position in Ameriprise Financial in Q2 2013 and held it in 29 quarters.
  • ClearBridge Investments's Ameriprise Financial position peaked at $93.6M in Q4 2017.
  • 771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.