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Meristem Family Wealth’s Ally Financial ALLY Stock Holding History

Meristem Family Wealth’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 		$261K Sell
6,000
-692
-10% -$32.7K 0.03% 283
2021
Q4 		$319K Hold
6,692
– – 0.03% 288
2021
Q3 		$342K Hold
6,692
– – 0.03% 287
2021
Q2 		$334K Buy
+6,692
New +$343K 0.05% 235

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meristem Family Wealth's ALLY Position: Q1 2022 in Review

Meristem Family Wealth reduced its Ally Financial (ALLY) stake by 10% in Q1 2022, selling an estimated $32.7K and leaving 6,000 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #283.

Meristem Family Wealth first reported a position in ALLY in Q2 2021 and has held it in 4 quarters since. The position peaked at $342K in Q3 2021. 620 funds tracked by Wall St. Rank hold ALLY as of Q1 2022.

  • Meristem Family Wealth held 6,000 shares of Ally Financial worth $261K as of Q1 2022.
  • Meristem Family Wealth sold 692 Ally Financial shares in Q1 2022, an estimated $32.7K.
  • Ally Financial made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #283 holding.
  • Meristem Family Wealth first reported a position in Ally Financial in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Ally Financial position peaked at $342K in Q3 2021.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.