Echo Street Capital Management’s Ameriprise Financial AMP Stock Holding History

Echo Street Capital 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
2021 Q4	–	Sell	-2,495	Closed	-$659K	–	617
2021 Q3	$659K	Sell	2,495 -82	-3%	-$21.4K	﹤0.01%	345
2021 Q2	$641K	Buy	2,577 +1,648	+177%	+$415K	﹤0.01%	294
2021 Q1	$216K	Sell	929 -3,736	-80%	-$808K	﹤0.01%	477
2020 Q4	$907K	Buy	+4,665	New	+$835K	0.01%	173

Other funds holding AMP

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Echo Street Capital Management's AMP Position: Q4 2021 in Review

Echo Street Capital Management sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 2,495 shares — an estimated $659K sold.

Echo Street Capital Management first reported a position in AMP in Q4 2020 and held it in 4 quarters. The position peaked at $907K in Q4 2020. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Echo Street Capital Management reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
Echo Street Capital Management sold 2,495 Ameriprise Financial shares in Q4 2021, an estimated $659K.
Echo Street Capital Management first reported a position in Ameriprise Financial in Q4 2020 and held it in 4 quarters.
Echo Street Capital Management's Ameriprise Financial position peaked at $907K in Q4 2020.
985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Echo Street Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.