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Lee Ainslie’s Ameriprise Financial AMP Stock Holding History

Lee Ainslie’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
-1,150
Closed -$504K – 276
2024
Q1 		$504K Buy
1,150
+443
+63% +$177K 0.01% 217
2023
Q4 		$269K Buy
+707
New +$242K 0.01% 297
2023
Q3 		– Sell
-2,401
Closed -$798K – 311
2023
Q2 		$798K Sell
2,401
-771
-24% -$237K 0.02% 181
2023
Q1 		$972K Buy
+3,172
New +$1.04M 0.02% 152
2020
Q1 		– Sell
-27,171
Closed -$4.53M – 470
2019
Q4 		$4.53M Sell
27,171
-9,830
-27% -$1.52M 0.07% 149
2019
Q3 		$5.44M Buy
37,001
+23,441
+173% +$3.28M 0.08% 122
2019
Q2 		$1.97M Buy
+13,560
New +$1.96M 0.03% 236
2017
Q2 		– Sell
-5,070
Closed -$657K – 181
2017
Q1 		$657K Sell
5,070
-940
-16% -$116K 0.01% 121
2016
Q4 		$667K Hold
6,010
– – 0.01% 112
2016
Q3 		$600K Hold
6,010
– – 0.01% 121
2016
Q2 		$540K Buy
6,010
+170
+3% +$16.4K 0.01% 126
2016
Q1 		$549K Buy
5,840
+3,530
+153% +$316K 0.01% 101
2015
Q4 		$246K Buy
2,310
+200
+9% +$22.4K ﹤0.01% 113
2015
Q3 		$230K Hold
2,110
– – ﹤0.01% 109
2015
Q2 		$264K Buy
2,110
+220
+12% +$28K ﹤0.01% 87
2015
Q1 		$247K Buy
+1,890
New +$249K ﹤0.01% 109

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lee Ainslie's AMP Position: Q2 2024 in Review

Lee Ainslie sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 1,150 shares — an estimated $504K sold.

Lee Ainslie first reported a position in AMP in Q1 2015 and held it in 16 quarters. The position peaked at $5.44M in Q3 2019. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Lee Ainslie reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 1,150 Ameriprise Financial shares in Q2 2024, an estimated $504K.
  • Lee Ainslie first reported a position in Ameriprise Financial in Q1 2015 and held it in 16 quarters.
  • Lee Ainslie's Ameriprise Financial position peaked at $5.44M in Q3 2019.
  • 1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.