Migdal Insurance & Financial Holdings’s Ameriprise Financial AMP Stock Holding History

Migdal Insurance & Financial Holdings’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
2023 Q1	–	Sell	-121	Closed	-$38K	–	512
2022 Q4	$38K	Buy	+121	New	+$36.9K	﹤0.01%	335
2019 Q4	–	Sell	-927	Closed	-$136K	–	733
2019 Q3	$136K	Sell	927 -511	-36%	-$71.6K	﹤0.01%	517
2019 Q2	$209K	Buy	+1,438	New	+$208K	0.01%	463
2018 Q4	–	Sell	-1,518	Closed	-$224K	–	701
2018 Q3	$224K	Buy	1,518 +678	+81%	+$97K	﹤0.01%	502
2018 Q2	$118K	Buy	840 +830	+8,300%	+$118K	﹤0.01%	496
2018 Q1	$1K	Buy	+10	New	+$1.63K	﹤0.01%	629

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Migdal Insurance & Financial Holdings's AMP Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 121 shares — an estimated $38K sold.

Migdal Insurance & Financial Holdings first reported a position in AMP in Q1 2018 and held it in 6 quarters. The position peaked at $224K in Q3 2018. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

Migdal Insurance & Financial Holdings reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 121 Ameriprise Financial shares in Q1 2023, an estimated $38K.
Migdal Insurance & Financial Holdings first reported a position in Ameriprise Financial in Q1 2018 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Ameriprise Financial position peaked at $224K in Q3 2018.
1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.