Gates Foundation Trust
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Gates Foundation Trust’s Ameriprise Financial AMP Stock Holding History

Gates Foundation Trust’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
-12,400
Closed -$4.09M – 29
2023
Q3 		$4.09M Buy
+12,400
New +$4.23M 0.01% 33

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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

Gates Foundation Trust's AMP Position: Q4 2023 in Review

Gates Foundation Trust sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 12,400 shares — an estimated $4.09M sold.

Gates Foundation Trust first reported a position in AMP in Q3 2023 and held it in 1 quarter. The position peaked at $4.09M in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Gates Foundation Trust reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 12,400 Ameriprise Financial shares in Q4 2023, an estimated $4.09M.
  • Gates Foundation Trust first reported a position in Ameriprise Financial in Q3 2023 and held it in 1 quarter.
  • Gates Foundation Trust's Ameriprise Financial position peaked at $4.09M in Q3 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.