LGF
AMP icon

LGT Group Foundation’s Ameriprise Financial AMP Stock Holding History

LGT Group Foundation’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
2023
Q3 		– Sell
-5,800
Closed -$1.93M – 256
2023
Q2 		$1.93M Sell
5,800
-2,580
-31% -$793K 0.05% 194
2023
Q1 		$2.57M Buy
+8,380
New +$2.75M 0.07% 185

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LGT Group Foundation's AMP Position: Q3 2023 in Review

LGT Group Foundation sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 5,800 shares — an estimated $1.93M sold.

LGT Group Foundation first reported a position in AMP in Q1 2023 and held it in 2 quarters. The position peaked at $2.57M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • LGT Group Foundation reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
  • LGT Group Foundation sold 5,800 Ameriprise Financial shares in Q3 2023, an estimated $1.93M.
  • LGT Group Foundation first reported a position in Ameriprise Financial in Q1 2023 and held it in 2 quarters.
  • LGT Group Foundation's Ameriprise Financial position peaked at $2.57M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on LGT Group Foundation's 13F filing for Q3 2023, filed 6 Nov 2023.