Institutional & Family Asset Management’s Ally Financial ALLY Stock Holding History

Institutional & Family Asset Management’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-900	Closed	-$22.9K	–	756
2023 Q1	$22.9K	Buy	+900	New	+$25.8K	﹤0.01%	293
2022 Q4	–	Sell	-1,173	Closed	-$33K	–	722
2022 Q3	$33K	Hold	1,173	–	–	0.01%	255
2022 Q2	$39K	Hold	1,173	–	–	0.01%	242
2022 Q1	$51K	Buy	+1,173	New	+$55.4K	0.01%	255
2020 Q3	–	Sell	-725	Closed	-$14K	–	829
2020 Q2	$14K	Buy	+725	New	+$12.3K	﹤0.01%	438

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Institutional & Family Asset Management's ALLY Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Ally Financial (ALLY) in Q2 2023, closing a stake of 900 shares — an estimated $22.9K sold.

Institutional & Family Asset Management first reported a position in ALLY in Q2 2020 and held it in 5 quarters. The position peaked at $51K in Q1 2022. 506 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

Institutional & Family Asset Management reported no remaining Ally Financial position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 900 Ally Financial shares in Q2 2023, an estimated $22.9K.
Institutional & Family Asset Management first reported a position in Ally Financial in Q2 2020 and held it in 5 quarters.
Institutional & Family Asset Management's Ally Financial position peaked at $51K in Q1 2022.
506 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.