Holocene Advisors’s Ameriprise Financial AMP Stock Holding History

Holocene Advisors’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 Q2	–	Sell	-25,653	Closed	-$11.2M	–	686
2024 Q1	$11.2M	Buy	25,653 +22,113	+625%	+$8.85M	0.04%	257
2023 Q4	$1.34M	Buy	+3,540	New	+$1.21M	0.01%	587
2020 Q2	–	Sell	-32,815	Closed	-$3.36M	–	606
2020 Q1	$3.36M	Sell	32,815 -2,583	-7%	-$383K	0.04%	199
2019 Q4	$5.9M	Buy	35,398 +4,381	+14%	+$679K	0.05%	185
2019 Q3	$4.56M	Buy	31,017 +23,104	+292%	+$3.24M	0.05%	158
2019 Q2	$1.15M	Sell	7,913 -16,006	-67%	-$2.31M	0.01%	265
2019 Q1	$3.06M	Buy	23,919 +11,539	+93%	+$1.43M	0.05%	142
2018 Q4	$1.29M	Buy	12,380 +4,030	+48%	+$506K	0.02%	215
2018 Q3	$1.23M	Buy	8,350 +4,645	+125%	+$665K	0.02%	180
2018 Q2	$518K	Sell	3,705 -112	-3%	-$15.9K	0.01%	176
2018 Q1	$565K	Buy	+3,817	New	+$623K	0.01%	214

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Holocene Advisors's AMP Position: Q2 2024 in Review

Holocene Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 25,653 shares — an estimated $11.2M sold.

Holocene Advisors first reported a position in AMP in Q1 2018 and held it in 11 quarters. The position peaked at $11.2M in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Holocene Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Holocene Advisors sold 25,653 Ameriprise Financial shares in Q2 2024, an estimated $11.2M.
Holocene Advisors first reported a position in Ameriprise Financial in Q1 2018 and held it in 11 quarters.
Holocene Advisors's Ameriprise Financial position peaked at $11.2M in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Holocene Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.