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Lipe & Dalton’s Ally Financial ALLY Stock Holding History

Lipe & Dalton’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
2022
Q1 		– Sell
-78,760
Closed -$3.75M – 105
2021
Q4 		$3.75M Sell
78,760
-15,897
-17% -$787K 1.77% 20
2021
Q3 		$4.83M Buy
94,657
+700
+0.7% +$36.2K 2.48% 12
2021
Q2 		$4.68M Buy
93,957
+200
+0.2% +$10.3K 2.43% 14
2021
Q1 		$4.24M Buy
93,757
+820
+0.9% +$34.3K 2.35% 16
2020
Q4 		$3.31M Buy
92,937
+1,505
+2% +$45.5K 2.04% 20
2020
Q3 		$2.29M Buy
91,432
+12,565
+16% +$281K 1.59% 25
2020
Q2 		$1.56M Sell
78,867
-5,235
-6% -$89.1K 1.14% 33
2020
Q1 		$1.21M Sell
84,102
-890
-1% -$23.4K 1.03% 34
2019
Q4 		$2.6M Buy
84,992
+1,505
+2% +$47K 1.72% 23
2019
Q3 		$2.77M Sell
83,487
-2,320
-3% -$75.2K 2.02% 19
2019
Q2 		$2.66M Sell
85,807
-235
-0.3% -$6.93K 1.9% 24
2019
Q1 		$2.37M Buy
86,042
+4,425
+5% +$115K 1.74% 25
2018
Q4 		$1.85M Buy
81,617
+5,940
+8% +$149K 1.51% 27
2018
Q3 		$2M Buy
75,677
+90
+0.1% +$2.44K 1.37% 28
2018
Q2 		$1.99M Buy
75,587
+2,945
+4% +$78.6K 1.46% 28
2018
Q1 		$1.97M Buy
+72,642
New +$2.08M 1.41% 29

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lipe & Dalton's ALLY Position: Q1 2022 in Review

Lipe & Dalton sold out of Ally Financial (ALLY) in Q1 2022, closing a stake of 78,760 shares — an estimated $3.75M sold.

Lipe & Dalton first reported a position in ALLY in Q1 2018 and held it in 16 quarters. The position peaked at $4.83M in Q3 2021. 618 funds tracked by Wall St. Rank hold ALLY as of Q1 2022.

  • Lipe & Dalton reported no remaining Ally Financial position as of Q1 2022 after selling out during the quarter.
  • Lipe & Dalton sold 78,760 Ally Financial shares in Q1 2022, an estimated $3.75M.
  • Lipe & Dalton first reported a position in Ally Financial in Q1 2018 and held it in 16 quarters.
  • Lipe & Dalton's Ally Financial position peaked at $4.83M in Q3 2021.
  • 618 funds tracked by Wall St. Rank held Ally Financial as of Q1 2022.

Based on Lipe & Dalton's 13F filing for Q1 2022, filed 26 Apr 2022.