Oarsman Capital’s Ameriprise Financial AMP Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-137	Closed	-$72.9K	–	264
2024 Q4	$72.9K	Sell	137 -57	-29%	-$30.4K	0.01%	382
2024 Q3	$91.1K	Buy	+194	New	+$84.2K	0.02%	360

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oarsman Capital's AMP Position: Q1 2025 in Review

Oarsman Capital sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 137 shares — an estimated $72.9K sold.

Oarsman Capital first reported a position in AMP in Q3 2024 and held it in 2 quarters. The position peaked at $91.1K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Oarsman Capital reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 137 Ameriprise Financial shares in Q1 2025, an estimated $72.9K.
Oarsman Capital first reported a position in Ameriprise Financial in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Ameriprise Financial position peaked at $91.1K in Q3 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.