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Eaton Vance Management’s Ameriprise Financial AMP Stock Holding History

Eaton Vance Management’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
2022
Q3 		$52.7M Buy
209,260
+641
+0.3% +$169K 0.08% 245
2022
Q2 		$49.6M Buy
208,619
+1,723
+0.8% +$462K 0.07% 266
2022
Q1 		$62.1M Buy
206,896
+3,710
+2% +$1.12M 0.07% 266
2021
Q4 		$61.3M Sell
203,186
-30,259
-13% -$8.95M 0.07% 260
2021
Q3 		$61.1M Sell
233,445
-26,520
-10% -$6.94M 0.09% 223
2021
Q2 		$64.7M Sell
259,965
-10,516
-4% -$2.65M 0.09% 222
2021
Q1 		$62.9M Sell
270,481
-4,449
-2% -$962K 0.09% 219
2020
Q4 		$53.4M Buy
274,930
+1,358
+0.5% +$243K 0.08% 227
2020
Q3 		$42.2M Buy
273,572
+355
+0.1% +$54.7K 0.08% 234
2020
Q2 		$41M Buy
273,217
+618
+0.2% +$79.2K 0.08% 220
2020
Q1 		$27.9M Sell
272,599
-1,040
-0.4% -$154K 0.07% 243
2019
Q4 		$45.6M Buy
273,639
+21
+0% +$3.25K 0.09% 208
2019
Q3 		$40.2M Buy
273,618
+4,823
+2% +$676K 0.09% 205
2019
Q2 		$39M Buy
268,795
+109
+0% +$15.8K 0.09% 223
2019
Q1 		$34.4M Buy
268,686
+68
+0% +$8.44K 0.08% 233
2018
Q4 		$28M Sell
268,618
-2,531
-0.9% -$318K 0.07% 227
2018
Q3 		$40M Hold
271,149
– – 0.09% 202
2018
Q2 		$37.9M Sell
271,149
-264,465
-49% -$37.5M 0.09% 211
2018
Q1 		$79.2M Buy
535,614
+265,447
+98% +$43.3M 0.1% 196
2017
Q4 		$45.8M Buy
270,167
+7,343
+3% +$1.18M 0.11% 184
2017
Q3 		$39M Sell
262,824
-75
-0% -$10.5K 0.1% 185
2017
Q2 		$33.5M Buy
262,899
+464
+0.2% +$58.9K 0.09% 202
2017
Q1 		$34M Hold
262,435
– – 0.09% 193
2016
Q4 		$29.1M Sell
262,435
-3,453
-1% -$365K 0.08% 192
2016
Q3 		$26.5M Sell
265,888
-34,685
-12% -$3.36M 0.08% 197
2016
Q2 		$27M Sell
300,573
-3,180
-1% -$307K 0.08% 193
2016
Q1 		$28.6M Sell
303,753
-11,495
-4% -$1.03M 0.09% 180
2015
Q4 		$33.5M Buy
315,248
+9,561
+3% +$1.07M 0.1% 170
2015
Q3 		$33.4M Buy
305,687
+1,662
+0.5% +$196K 0.1% 169
2015
Q2 		$38M Sell
304,025
-9,116
-3% -$1.16M 0.12% 155
2015
Q1 		$41M Buy
313,141
+4,896
+2% +$645K 0.12% 152
2014
Q4 		$40.8M Buy
308,245
+6,682
+2% +$845K 0.12% 151
2014
Q3 		$37.2M Buy
301,563
+4,673
+2% +$573K 0.11% 158
2014
Q2 		$35.6M Sell
296,890
-2,001
-0.7% -$224K 0.11% 158
2014
Q1 		$32.9M Buy
298,891
+889
+0.3% +$97.3K 0.1% 168
2013
Q4 		$34.3M Buy
298,002
+1,665
+0.6% +$172K 0.1% 169
2013
Q3 		$27M Sell
296,337
-162,339
-35% -$14.3M 0.08% 175
2013
Q2 		$37.1M Buy
+458,676
New +$35.7M 0.11% 140

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Eaton Vance Management's AMP Position: Q3 2022 in Review

Eaton Vance Management increased its Ameriprise Financial (AMP) stake by 0.31% in Q3 2022, buying an estimated $169K and bringing the position to 209,260 shares worth $52.7M. The position accounts for 0.08% of the portfolio, ranked #245.

Eaton Vance Management first reported a position in AMP in Q2 2013 and has held it in 38 quarters since. The position peaked at $79.2M in Q1 2018. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Eaton Vance Management held 209,260 shares of Ameriprise Financial worth $52.7M as of Q3 2022.
  • Eaton Vance Management bought 641 Ameriprise Financial shares in Q3 2022, an estimated $169K.
  • Ameriprise Financial made up 0.08% of Eaton Vance Management's portfolio in Q3 2022, its #245 holding.
  • Eaton Vance Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 38 quarters since.
  • Eaton Vance Management's Ameriprise Financial position peaked at $79.2M in Q1 2018.
  • 941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.