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Longfellow Investment Management’s Ameriprise Financial AMP Stock Holding History

Longfellow Investment Management’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
2021
Q1 		– Sell
-2,451
Closed -$477K – 511
2020
Q4 		$477K Buy
+2,451
New +$439K 0.06% 210

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Longfellow Investment Management's AMP Position: Q1 2021 in Review

Longfellow Investment Management sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 2,451 shares — an estimated $477K sold.

Longfellow Investment Management first reported a position in AMP in Q4 2020 and held it in 1 quarter. The position peaked at $477K in Q4 2020. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • Longfellow Investment Management reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 2,451 Ameriprise Financial shares in Q1 2021, an estimated $477K.
  • Longfellow Investment Management first reported a position in Ameriprise Financial in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's Ameriprise Financial position peaked at $477K in Q4 2020.
  • 882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.