Montag & Associates’s Ally Financial ALLY Stock Holding History

Montag & Associates’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 Q4	–	Sell	-2,000	Closed	-$56K	–	948
2022 Q3	$56K	Buy	+2,000	New	+$66.4K	﹤0.01%	516

Other funds holding ALLY

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Montag & Associates's ALLY Position: Q4 2022 in Review

Montag & Associates sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 2,000 shares — an estimated $56K sold.

Montag & Associates first reported a position in ALLY in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

Montag & Associates reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
Montag & Associates sold 2,000 Ally Financial shares in Q4 2022, an estimated $56K.
Montag & Associates first reported a position in Ally Financial in Q3 2022 and held it in 1 quarter.
Montag & Associates's Ally Financial position peaked at $56K in Q3 2022.
508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.