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Gillson Capital’s Ameriprise Financial AMP Stock Holding History

Gillson Capital’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
2024
Q3 		– Sell
-19,407
Closed -$8.29M – 66
2024
Q2 		$8.29M Sell
19,407
-4,693
-19% -$2M 0.8% 48
2024
Q1 		$10.6M Sell
24,100
-100,986
-81% -$40.4M 1% 37
2023
Q4 		$47.5M Buy
+125,086
New +$42.9M 5% 3
2023
Q3 		– Sell
-54,908
Closed -$18.2M – 90
2023
Q2 		$18.2M Buy
54,908
+12,007
+28% +$3.69M 1.61% 22
2023
Q1 		$13.1M Sell
42,901
-17,637
-29% -$5.78M 1.09% 33
2022
Q4 		$18.9M Sell
60,538
-30,665
-34% -$9.35M 1.43% 27
2022
Q3 		$23M Buy
+91,203
New +$24M 2.11% 14
2022
Q2 		– Sell
-17,472
Closed -$5.25M – 203
2022
Q1 		$5.25M Sell
17,472
-66,256
-79% -$20M 0.42% 68
2021
Q4 		$25.3M Buy
83,728
+40,527
+94% +$12M 1.65% 14
2021
Q3 		$11.4M Sell
43,201
-29,127
-40% -$7.62M 0.84% 42
2021
Q2 		$18M Buy
72,328
+11,759
+19% +$2.96M 1.69% 14
2021
Q1 		$14.1M Buy
+60,569
New +$13.1M 1.19% 29
2020
Q1 		– Sell
-27,581
Closed -$4.59M – 61
2019
Q4 		$4.59M Buy
+27,581
New +$4.27M 0.4% 61
2019
Q2 		– Sell
-116,693
Closed -$14.9M – 83
2019
Q1 		$14.9M Buy
+116,693
New +$14.5M 1.93% 23
2018
Q4 		– Sell
-242,934
Closed -$35.9M – 57
2018
Q3 		$35.9M Buy
242,934
+61,982
+34% +$8.87M 4.63% 2
2018
Q2 		$25.3M Buy
+180,952
New +$25.6M 3.59% 6
2018
Q1 		– Sell
-96,622
Closed -$16.4M – 55
2017
Q4 		$16.4M Buy
96,622
+27,885
+41% +$4.47M 2.75% 16
2017
Q3 		$10.2M Buy
+68,737
New +$9.6M 2% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Gillson Capital's AMP Position: Q3 2024 in Review

Gillson Capital sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 19,407 shares — an estimated $8.29M sold.

Gillson Capital first reported a position in AMP in Q3 2017 and held it in 18 quarters. The position peaked at $47.5M in Q4 2023. 1,264 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Gillson Capital reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Gillson Capital sold 19,407 Ameriprise Financial shares in Q3 2024, an estimated $8.29M.
  • Gillson Capital first reported a position in Ameriprise Financial in Q3 2017 and held it in 18 quarters.
  • Gillson Capital's Ameriprise Financial position peaked at $47.5M in Q4 2023.
  • 1,264 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Gillson Capital's 13F filing for Q3 2024, filed 14 Nov 2024.