Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ally Financial ALLY Stock Holding History

Kovitz Investment Group Partners’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
-22,757
Closed -$580K – 410
2023
Q1 		$580K Sell
22,757
-820
-3% -$23.5K 0.01% 335
2022
Q4 		$576K Buy
23,577
+8,987
+62% +$239K 0.01% 329
2022
Q3 		$406K Buy
+14,590
New +$485K 0.01% 337

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Harris Associates
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BlackRock
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SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
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

Kovitz Investment Group Partners's ALLY Position: Q2 2023 in Review

Kovitz Investment Group Partners sold out of Ally Financial (ALLY) in Q2 2023, closing a stake of 22,757 shares — an estimated $580K sold.

Kovitz Investment Group Partners first reported a position in ALLY in Q3 2022 and held it in 3 quarters. The position peaked at $580K in Q1 2023. 506 funds tracked by Wall St. Rank hold ALLY as of Q2 2023.

  • Kovitz Investment Group Partners reported no remaining Ally Financial position as of Q2 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 22,757 Ally Financial shares in Q2 2023, an estimated $580K.
  • Kovitz Investment Group Partners first reported a position in Ally Financial in Q3 2022 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Ally Financial position peaked at $580K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Ally Financial as of Q2 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2023, filed 8 Aug 2023.