Harel Insurance Investments & Financial Services’s Ameriprise Financial AMP Stock Holding History

Harel Insurance Investments & Financial Services’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	-5,773	Closed	-$1.52M	–	744
2021 Q3	$1.52M	Buy	+5,773	New	+$1.51M	0.04%	114
2016 Q4	–	Sell	-370	Closed	-$37K	–	371
2016 Q3	$37K	Sell	370 -200	-35%	-$19.4K	0.01%	243
2016 Q2	$51K	Hold	570	–	–	0.01%	338
2016 Q1	$54K	Sell	570 -110	-16%	-$9.86K	0.01%	206
2015 Q4	$72K	Buy	+680	New	+$76K	0.01%	173

Other funds holding AMP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AMP Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 5,773 shares — an estimated $1.52M sold.

Harel Insurance Investments & Financial Services first reported a position in AMP in Q4 2015 and held it in 5 quarters. The position peaked at $1.52M in Q3 2021. 986 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Harel Insurance Investments & Financial Services reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,773 Ameriprise Financial shares in Q4 2021, an estimated $1.52M.
Harel Insurance Investments & Financial Services first reported a position in Ameriprise Financial in Q4 2015 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Ameriprise Financial position peaked at $1.52M in Q3 2021.
986 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.