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Madison Wealth Management’s Ally Financial ALLY Stock Holding History

Madison Wealth Management’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
2023
Q1 		– Sell
-83,844
Closed -$2.05M – 155
2022
Q4 		$2.05M Sell
83,844
-86,303
-51% -$2.3M 0.47% 66
2022
Q3 		$4.74M Buy
170,147
+9,917
+6% +$329K 1.16% 22
2022
Q2 		$5.37M Sell
160,230
-507
-0.3% -$20.3K 1.3% 20
2022
Q1 		$6.99M Buy
160,737
+62,740
+64% +$2.96M 1.47% 20
2021
Q4 		$4.67M Buy
97,997
+2,250
+2% +$111K 0.93% 28
2021
Q3 		$4.89M Hold
95,747
– – 1.07% 24
2021
Q2 		$4.77M Buy
95,747
+14
+0% +$718 1.05% 24
2021
Q1 		$4.33M Sell
95,733
-12
-0% -$502 1.06% 26
2020
Q4 		$3.41M Hold
95,745
– – 0.9% 32
2020
Q3 		$2.4M Buy
95,745
+48,870
+104% +$1.09M 0.72% 41
2020
Q2 		$930K Buy
46,875
+35,830
+324% +$610K 0.31% 69
2020
Q1 		$159K Sell
11,045
-6,950
-39% -$183K 0.06% 108
2019
Q4 		$550K Buy
+17,995
New +$562K 0.16% 92

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Madison Wealth Management's ALLY Position: Q1 2023 in Review

Madison Wealth Management sold out of Ally Financial (ALLY) in Q1 2023, closing a stake of 83,844 shares — an estimated $2.05M sold.

Madison Wealth Management first reported a position in ALLY in Q4 2019 and held it in 13 quarters. The position peaked at $6.99M in Q1 2022. 500 funds tracked by Wall St. Rank hold ALLY as of Q1 2023.

  • Madison Wealth Management reported no remaining Ally Financial position as of Q1 2023 after selling out during the quarter.
  • Madison Wealth Management sold 83,844 Ally Financial shares in Q1 2023, an estimated $2.05M.
  • Madison Wealth Management first reported a position in Ally Financial in Q4 2019 and held it in 13 quarters.
  • Madison Wealth Management's Ally Financial position peaked at $6.99M in Q1 2022.
  • 500 funds tracked by Wall St. Rank held Ally Financial as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.