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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return