Pearl River Capital’s Ameriprise Financial AMP Stock Holding History

Pearl River 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
2024 Q3	–	Sell	-837	Closed	-$358K	–	19
2024 Q2	$358K	Buy	+837	New	+$358K	0.06%	331
2023 Q4	–	Sell	-1,886	Closed	-$622K	–	472
2023 Q3	$622K	Sell	1,886 -553	-23%	-$189K	0.1%	295
2023 Q2	$810K	Buy	+2,439	New	+$750K	0.13%	236
2023 Q1	–	Sell	-2,914	Closed	-$907K	–	486
2022 Q4	$907K	Buy	2,914 +830	+40%	+$253K	0.15%	224
2022 Q3	$525K	Sell	2,084 -100	-5%	-$26.3K	0.1%	280
2022 Q2	$519K	Buy	+2,184	New	+$585K	0.12%	255
2021 Q3	–	Sell	-4,784	Closed	-$1.19M	–	394
2021 Q2	$1.19M	Sell	4,784 -5,272	-52%	-$1.33M	0.33%	102
2021 Q1	$2.34M	Buy	10,056 +974	+11%	+$211K	0.75%	30
2020 Q4	$1.76M	Buy	+9,082	New	+$1.63M	0.63%	33
2020 Q3	–	Sell	-3,896	Closed	-$585K	–	349
2020 Q2	$585K	Buy	+3,896	New	+$499K	0.29%	112
2019 Q3	–	Sell	-868	Closed	-$126K	–	417
2019 Q2	$126K	Buy	+868	New	+$125K	0.8%	18
2019 Q1	–	Sell	-445	Closed	-$46K	–	360
2018 Q4	$46K	Buy	+445	New	+$55.9K	0.21%	133

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pearl River Capital's AMP Position: Q3 2024 in Review

Pearl River Capital sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 837 shares — an estimated $358K sold.

Pearl River Capital first reported a position in AMP in Q4 2018 and held it in 12 quarters. The position peaked at $2.34M in Q1 2021. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Pearl River Capital reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 837 Ameriprise Financial shares in Q3 2024, an estimated $358K.
Pearl River Capital first reported a position in Ameriprise Financial in Q4 2018 and held it in 12 quarters.
Pearl River Capital's Ameriprise Financial position peaked at $2.34M in Q1 2021.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.