Emerald Mutual Fund Advisers Trust’s Ally Financial ALLY Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2023 Q3	–	Sell	-28,670	Closed	-$774K	–	238
2023 Q2	$774K	Hold	28,670	–	–	0.04%	149
2023 Q1	$731K	Buy	28,670 +22,150	+340%	+$635K	0.04%	145
2022 Q4	$159K	Buy	+6,520	New	+$173K	0.01%	180
2021 Q1	–	Sell	-81,700	Closed	-$2.91M	–	210
2020 Q4	$2.91M	Hold	81,700	–	–	0.1%	140
2020 Q3	$2.05M	Hold	81,700	–	–	0.09%	143
2020 Q2	$1.62M	Buy	+81,700	New	+$1.39M	0.08%	143

Other funds holding ALLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ALLY Position: Q3 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Ally Financial (ALLY) in Q3 2023, closing a stake of 28,670 shares — an estimated $774K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ALLY in Q2 2020 and held it in 6 quarters. The position peaked at $2.91M in Q4 2020. 479 funds tracked by Wall St. Rank hold ALLY as of Q3 2023.

Emerald Mutual Fund Advisers Trust reported no remaining Ally Financial position as of Q3 2023 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 28,670 Ally Financial shares in Q3 2023, an estimated $774K.
Emerald Mutual Fund Advisers Trust first reported a position in Ally Financial in Q2 2020 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's Ally Financial position peaked at $2.91M in Q4 2020.
479 funds tracked by Wall St. Rank held Ally Financial as of Q3 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2023, filed 27 Oct 2023.