EP
AMP icon

Eudaimonia Partners’s Ameriprise Financial AMP Stock Holding History

Eudaimonia Partners’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
2023
Q4 		– Sell
-1,109
Closed -$366K – 254
2023
Q3 		$366K Sell
1,109
-12
-1% -$4.09K 0.09% 209
2023
Q2 		$372K Buy
1,121
+44
+4% +$13.5K 0.08% 224
2023
Q1 		$330K Sell
1,077
-46
-4% -$15.1K 0.08% 243
2022
Q4 		$350K Sell
1,123
-197
-15% -$60.1K 0.09% 232
2022
Q3 		$333K Sell
1,320
-47
-3% -$12.4K 0.09% 225
2022
Q2 		$325K Sell
1,367
-347
-20% -$93K 0.06% 283
2022
Q1 		$515K Buy
+1,714
New +$519K 0.09% 234
2021
Q3 		$456K Sell
1,726
-8
-0.5% -$2.09K 0.08% 241
2021
Q2 		$432K Buy
1,734
+58
+3% +$14.6K 0.08% 246
2021
Q1 		$390K Sell
1,676
-134
-7% -$29K 0.08% 233
2020
Q4 		$352K Sell
1,810
-4
-0.2% -$716 0.08% 234
2020
Q3 		$280K Buy
1,814
+591
+48% +$91K 0.07% 239
2020
Q2 		$183K Buy
1,223
+224
+22% +$28.7K 0.07% 243
2020
Q1 		$102K Buy
999
+810
+429% +$120K 0.04% 325
2019
Q4 		$31K Buy
+189
New +$29.3K 0.01% 593

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Eudaimonia Partners's AMP Position: Q4 2023 in Review

Eudaimonia Partners sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 1,109 shares — an estimated $366K sold.

Eudaimonia Partners first reported a position in AMP in Q4 2019 and held it in 15 quarters. The position peaked at $515K in Q1 2022. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Eudaimonia Partners reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 1,109 Ameriprise Financial shares in Q4 2023, an estimated $366K.
  • Eudaimonia Partners first reported a position in Ameriprise Financial in Q4 2019 and held it in 15 quarters.
  • Eudaimonia Partners's Ameriprise Financial position peaked at $515K in Q1 2022.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.