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Okabena Investment Services’s Ally Financial ALLY Stock Holding History

Okabena Investment Services’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
2021
Q4 		– Sell
-43,296
Closed -$2.21M – 197
2021
Q3 		$2.21M Sell
43,296
-2,848
-6% -$147K 1.16% 21
2021
Q2 		$2.3M Buy
+46,144
New +$2.37M 1.08% 26

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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 $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Okabena Investment Services's ALLY Position: Q4 2021 in Review

Okabena Investment Services sold out of Ally Financial (ALLY) in Q4 2021, closing a stake of 43,296 shares — an estimated $2.21M sold.

Okabena Investment Services first reported a position in ALLY in Q2 2021 and held it in 2 quarters. The position peaked at $2.3M in Q2 2021. 611 funds tracked by Wall St. Rank hold ALLY as of Q4 2021.

  • Okabena Investment Services reported no remaining Ally Financial position as of Q4 2021 after selling out during the quarter.
  • Okabena Investment Services sold 43,296 Ally Financial shares in Q4 2021, an estimated $2.21M.
  • Okabena Investment Services first reported a position in Ally Financial in Q2 2021 and held it in 2 quarters.
  • Okabena Investment Services's Ally Financial position peaked at $2.3M in Q2 2021.
  • 611 funds tracked by Wall St. Rank held Ally Financial as of Q4 2021.

Based on Okabena Investment Services's 13F filing for Q4 2021, filed 11 Feb 2022.