James Investment Research’s Ally Financial ALLY Stock Holding History

James Investment Research’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
2020 Q1	–	Sell	-8,430	Closed	-$258K	–	469
2019 Q4	$258K	Hold	8,430	–	–	0.02%	270
2019 Q3	$280K	Hold	8,430	–	–	0.02%	275
2019 Q2	$261K	Sell	8,430 -17,300	-67%	-$510K	0.02%	299
2019 Q1	$707K	Sell	25,730 -20,320	-44%	-$530K	0.05%	302
2018 Q4	$1.04M	Sell	46,050 -33,705	-42%	-$843K	0.07%	333
2018 Q3	$2.11M	Buy	79,755 +3,180	+4%	+$86.3K	0.09%	336
2018 Q2	$2.01M	Buy	76,575 +5,375	+8%	+$143K	0.08%	357
2018 Q1	$1.93M	Buy	71,200 +7,445	+12%	+$214K	0.07%	331
2017 Q4	$1.86M	Sell	63,755 -9,400	-13%	-$249K	0.06%	333
2017 Q3	$1.77M	Buy	73,155 +10,100	+16%	+$225K	0.06%	329
2017 Q2	$1.32M	Buy	+63,055	New	+$1.24M	0.04%	328

Other funds holding ALLY

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

OCM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

James Investment Research's ALLY Position: Q1 2020 in Review

James Investment Research sold out of Ally Financial (ALLY) in Q1 2020, closing a stake of 8,430 shares — an estimated $258K sold.

James Investment Research first reported a position in ALLY in Q2 2017 and held it in 11 quarters. The position peaked at $2.11M in Q3 2018. 423 funds tracked by Wall St. Rank hold ALLY as of Q1 2020.

James Investment Research reported no remaining Ally Financial position as of Q1 2020 after selling out during the quarter.
James Investment Research sold 8,430 Ally Financial shares in Q1 2020, an estimated $258K.
James Investment Research first reported a position in Ally Financial in Q2 2017 and held it in 11 quarters.
James Investment Research's Ally Financial position peaked at $2.11M in Q3 2018.
423 funds tracked by Wall St. Rank held Ally Financial as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.