Marshall Wace North America’s Ameriprise Financial AMP Stock Holding History

Marshall Wace North America’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 Q3	$4.56M	Buy	17,258 +5,907	+52%	+$1.55M	0.02%	537
2021 Q2	$2.83M	Sell	11,351 -20,276	-64%	-$5.11M	0.01%	710
2021 Q1	$7.35M	Buy	31,627 +21,748	+220%	+$4.7M	0.03%	462
2020 Q4	$1.92M	Buy	+9,879	New	+$1.77M	0.01%	768
2019 Q3	–	Sell	-106,614	Closed	-$15.5M	–	1298
2019 Q2	$15.5M	Buy	106,614 +104,993	+6,477%	+$15.2M	0.1%	183
2019 Q1	$207K	Sell	1,621 -2,054	-56%	-$255K	﹤0.01%	981
2018 Q4	$383K	Sell	3,675 -85,964	-96%	-$10.8M	﹤0.01%	831
2018 Q3	$13.2M	Buy	89,639 +40,369	+82%	+$5.78M	0.09%	184
2018 Q2	$6.89M	Buy	49,270 +46,811	+1,904%	+$6.63M	0.04%	431
2018 Q1	$364K	Buy	+2,459	New	+$401K	﹤0.01%	1227

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Marshall Wace North America's AMP Position: Q3 2021 in Review

Marshall Wace North America increased its Ameriprise Financial (AMP) stake by 52% in Q3 2021, buying an estimated $1.55M and bringing the position to 17,258 shares worth $4.56M. The position accounts for 0.02% of the portfolio, ranked #537.

Marshall Wace North America first reported a position in AMP in Q1 2018 and has held it in 10 quarters since. The position peaked at $15.5M in Q2 2019. 925 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Marshall Wace North America held 17,258 shares of Ameriprise Financial worth $4.56M as of Q3 2021.
Marshall Wace North America bought 5,907 Ameriprise Financial shares in Q3 2021, an estimated $1.55M.
Ameriprise Financial made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #537 holding.
Marshall Wace North America first reported a position in Ameriprise Financial in Q1 2018 and has held it in 10 quarters since.
Marshall Wace North America's Ameriprise Financial position peaked at $15.5M in Q2 2019.
925 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.