Maltese Capital Management’s Ameriprise Financial AMP Stock Holding History

Maltese Capital 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
2024 Q3	–	Sell	-4,150	Closed	-$1.77M	–	104
2024 Q2	$1.77M	Buy	+4,150	New	+$1.77M	0.33%	70
2021 Q3	–	Sell	-5,000	Closed	-$1.24M	–	145
2021 Q2	$1.24M	Sell	5,000 -7,501	-60%	-$1.89M	0.2%	115
2021 Q1	$2.91M	Buy	+12,501	New	+$2.7M	0.38%	87
2018 Q4	–	Sell	-40,000	Closed	-$5.91M	–	195
2018 Q3	$5.91M	Buy	+40,000	New	+$5.72M	0.41%	89
2018 Q2	–	Sell	-20,000	Closed	-$2.96M	–	207
2018 Q1	$2.96M	Buy	20,000 +700	+4%	+$114K	0.2%	139
2017 Q4	$3.27M	Buy	+19,300	New	+$3.09M	0.25%	121
2014 Q1	–	Sell	-20,000	Closed	-$2.3M	–	167
2013 Q4	$2.3M	Buy	+20,000	New	+$2.07M	0.24%	118

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Maltese Capital Management's AMP Position: Q3 2024 in Review

Maltese Capital Management sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 4,150 shares — an estimated $1.77M sold.

Maltese Capital Management first reported a position in AMP in Q4 2013 and held it in 7 quarters. The position peaked at $5.91M in Q3 2018. 1,266 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Maltese Capital Management reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Maltese Capital Management sold 4,150 Ameriprise Financial shares in Q3 2024, an estimated $1.77M.
Maltese Capital Management first reported a position in Ameriprise Financial in Q4 2013 and held it in 7 quarters.
Maltese Capital Management's Ameriprise Financial position peaked at $5.91M in Q3 2018.
1,266 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Maltese Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.