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Optimal Asset Management’s Ally Financial ALLY Stock Holding History

Optimal Asset Management’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
Q1 		– Sell
-24,593
Closed -$877K – 352
2020
Q4 		$877K Sell
24,593
-21
-0.1% -$635 0.12% 254
2020
Q3 		$617K Sell
24,614
-9,614
-28% -$215K 0.09% 313
2020
Q2 		$679K Sell
34,228
-76,804
-69% -$1.31M 0.11% 283
2020
Q1 		$1.6M Buy
111,032
+51,951
+88% +$1.36M 0.15% 221
2019
Q4 		$1.81M Buy
+59,081
New +$1.84M 0.27% 140

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 $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optimal Asset Management's ALLY Position: Q1 2021 in Review

Optimal Asset Management sold out of Ally Financial (ALLY) in Q1 2021, closing a stake of 24,593 shares — an estimated $877K sold.

Optimal Asset Management first reported a position in ALLY in Q4 2019 and held it in 5 quarters. The position peaked at $1.81M in Q4 2019. 545 funds tracked by Wall St. Rank hold ALLY as of Q1 2021.

  • Optimal Asset Management reported no remaining Ally Financial position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 24,593 Ally Financial shares in Q1 2021, an estimated $877K.
  • Optimal Asset Management first reported a position in Ally Financial in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Ally Financial position peaked at $1.81M in Q4 2019.
  • 545 funds tracked by Wall St. Rank held Ally Financial as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.