Jacobi Capital Management’s Ally Financial ALLY Stock Holding History

Jacobi Capital 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
2024 Q2	–	Sell	-5,256	Closed	-$213K	–	515
2024 Q1	$213K	Buy	+5,256	New	+$192K	0.02%	454
2021 Q4	–	Sell	-109	Closed	-$6K	–	454
2021 Q3	$6K	Hold	109	–	–	﹤0.01%	1153
2021 Q2	$5K	Hold	109	–	–	﹤0.01%	1144
2021 Q1	$5K	Hold	109	–	–	﹤0.01%	1100
2020 Q4	$4K	Hold	109	–	–	﹤0.01%	1031
2020 Q3	$3K	Hold	109	–	–	﹤0.01%	1015
2020 Q2	$2K	Hold	109	–	–	﹤0.01%	1030
2020 Q1	$2K	Hold	109	–	–	﹤0.01%	939
2019 Q4	$3K	Hold	109	–	–	﹤0.01%	902
2019 Q3	$4K	Hold	109	–	–	﹤0.01%	855
2019 Q2	$3K	Hold	109	–	–	﹤0.01%	880
2019 Q1	$3K	Sell	109 -691	-86%	-$18K	﹤0.01%	828
2018 Q4	$18K	Buy	+800	New	+$20K	﹤0.01%	546

Other funds holding ALLY

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's ALLY Position: Q2 2024 in Review

Jacobi Capital Management sold out of Ally Financial (ALLY) in Q2 2024, closing a stake of 5,256 shares — an estimated $213K sold.

Jacobi Capital Management first reported a position in ALLY in Q4 2018 and held it in 13 quarters. The position peaked at $213K in Q1 2024. 579 funds tracked by Wall St. Rank hold ALLY as of Q2 2024.

Jacobi Capital Management reported no remaining Ally Financial position as of Q2 2024 after selling out during the quarter.
Jacobi Capital Management sold 5,256 Ally Financial shares in Q2 2024, an estimated $213K.
Jacobi Capital Management first reported a position in Ally Financial in Q4 2018 and held it in 13 quarters.
Jacobi Capital Management's Ally Financial position peaked at $213K in Q1 2024.
579 funds tracked by Wall St. Rank held Ally Financial as of Q2 2024.

Based on Jacobi Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.