PDT Partners’s Ameriprise Financial AMP Stock Holding History

PDT Partners’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	-6,822	Closed	-$2.12M	–	564
2022 Q4	$2.12M	Sell	6,822 -1,070	-14%	-$326K	0.34%	73
2022 Q3	$1.99M	Sell	7,892 -3,341	-30%	-$879K	0.3%	70
2022 Q2	$2.67M	Buy	11,233 +8,933	+388%	+$2.39M	0.24%	111
2022 Q1	$691K	Buy	+2,300	New	+$696K	0.06%	489
2021 Q2	–	Sell	-1,500	Closed	-$349K	–	790
2021 Q1	$349K	Buy	+1,500	New	+$324K	0.03%	579
2015 Q2	–	Sell	-30,276	Closed	-$3.96M	–	1328
2015 Q1	$3.96M	Buy	+30,276	New	+$3.99M	0.1%	251
2014 Q4	–	Sell	-49,610	Closed	-$6.12M	–	629
2014 Q3	$6.12M	Sell	49,610 -28,211	-36%	-$3.46M	0.16%	163
2014 Q2	$9.34M	Buy	77,821 +17,997	+30%	+$2.01M	0.25%	84
2014 Q1	$6.58M	Buy	+59,824	New	+$6.55M	0.16%	172

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PDT Partners's AMP Position: Q1 2023 in Review

PDT Partners sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 6,822 shares — an estimated $2.12M sold.

PDT Partners first reported a position in AMP in Q1 2014 and held it in 9 quarters. The position peaked at $9.34M in Q2 2014. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

PDT Partners reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
PDT Partners sold 6,822 Ameriprise Financial shares in Q1 2023, an estimated $2.12M.
PDT Partners first reported a position in Ameriprise Financial in Q1 2014 and held it in 9 quarters.
PDT Partners's Ameriprise Financial position peaked at $9.34M in Q2 2014.
1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on PDT Partners's 13F filing for Q1 2023, filed 15 May 2023.