Eagle Asset Management’s Ally Financial ALLY Stock Holding History

Eagle Asset Management’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	-110,714	Closed	-$3.71M	–	547
2022 Q2	$3.71M	Sell	110,714 -77,223	-41%	-$3.08M	0.02%	391
2022 Q1	$8.17M	Buy	187,937 +5,713	+3%	+$270K	0.04%	306
2021 Q4	$8.67M	Buy	182,224 +2,182	+1%	+$108K	0.04%	331
2021 Q3	$9.19M	Sell	180,042 -2,485	-1%	-$129K	0.04%	333
2021 Q2	$9.1M	Buy	182,527 +2,725	+2%	+$140K	0.04%	342
2021 Q1	$8.4M	Buy	179,802 +169,573	+1,658%	+$7.1M	0.04%	356
2020 Q4	$365K	Sell	10,229 -75,470	-88%	-$2.28M	﹤0.01%	481
2020 Q3	$2.1M	Buy	+85,699	New	+$1.92M	0.01%	439
2016 Q1	–	Sell	-77,106	Closed	-$1.44M	–	626
2015 Q4	$1.44M	Sell	77,106 -66,993	-46%	-$1.33M	0.01%	574
2015 Q3	$2.94M	Sell	144,099 -12,254	-8%	-$266K	0.02%	498
2015 Q2	$3.51M	Buy	+156,353	New	+$3.45M	0.02%	491
2014 Q4	–	Sell	-848,002	Closed	-$19.6M	–	610
2014 Q3	$19.6M	Sell	848,002 -18,215	-2%	-$435K	0.11%	209
2014 Q2	$20.7M	Buy	+866,217	New	+$21M	0.11%	220

Other funds holding ALLY

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 $74.9B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Oaktree Capital Management Los Angeles, California $5.91B 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