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Pendal Group’s Ameriprise Financial AMP Stock Holding History

Pendal Group’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
2021
Q3 		– Sell
-3,062
Closed -$762K – 572
2021
Q2 		$762K Buy
+3,062
New +$772K 0.01% 363
2018
Q4 		– Sell
-915
Closed -$135K – 428
2018
Q3 		$135K Sell
915
-57,494
-98% -$8.23M ﹤0.01% 429
2018
Q2 		$8.17M Buy
58,409
+2,168
+4% +$307K 0.11% 126
2018
Q1 		$8.32M Buy
56,241
+32,974
+142% +$5.38M 0.11% 129
2017
Q4 		$3.94M Buy
23,267
+6,027
+35% +$966K 0.05% 173
2017
Q3 		$2.56M Buy
+17,240
New +$2.41M 0.03% 211

Other funds holding AMP

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pendal Group's AMP Position: Q3 2021 in Review

Pendal Group sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 3,062 shares — an estimated $762K sold.

Pendal Group first reported a position in AMP in Q3 2017 and held it in 6 quarters. The position peaked at $8.32M in Q1 2018. 925 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Pendal Group reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
  • Pendal Group sold 3,062 Ameriprise Financial shares in Q3 2021, an estimated $762K.
  • Pendal Group first reported a position in Ameriprise Financial in Q3 2017 and held it in 6 quarters.
  • Pendal Group's Ameriprise Financial position peaked at $8.32M in Q1 2018.
  • 925 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Pendal Group's 13F filing for Q3 2021, filed 5 Nov 2021.