Perkins Investment Management’s Ally Financial ALLY Stock Holding History

Perkins Investment 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
2017 Q1	$23.2M	Buy	1,143,495 +153,204	+15%	+$3.25M	0.29%	119
2016 Q4	$18.8M	Sell	990,291 -1,530,010	-61%	-$29.4M	0.24%	132
2016 Q3	$49.1M	Sell	2,520,301 -547,082	-18%	-$10.2M	0.68%	59
2016 Q2	$52.4M	Sell	3,067,383 -917,232	-23%	-$15.8M	0.79%	49
2016 Q1	$74.6M	Sell	3,984,615 -335,360	-8%	-$5.78M	1.12%	23
2015 Q4	$80.5M	Buy	4,319,975 +374,902	+10%	+$7.43M	1.17%	28
2015 Q3	$79.8M	Buy	3,945,073 +1,350,873	+52%	+$29.4M	1.15%	23
2015 Q2	$58.2M	Buy	+2,594,200	New	+$57.2M	0.66%	56

Other funds holding ALLY

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Perkins Investment Management's ALLY Position: Q1 2017 in Review

Perkins Investment Management increased its Ally Financial (ALLY) stake by 15% in Q1 2017, buying an estimated $3.25M and bringing the position to 1,143,495 shares worth $23.2M. The position accounts for 0.29% of the portfolio, ranked #119.

Perkins Investment Management first reported a position in ALLY in Q2 2015 and has held it in 8 quarters since. The position peaked at $80.5M in Q4 2015. 365 funds tracked by Wall St. Rank hold ALLY as of Q1 2017.

Perkins Investment Management held 1,143,495 shares of Ally Financial worth $23.2M as of Q1 2017.
Perkins Investment Management bought 153,204 Ally Financial shares in Q1 2017, an estimated $3.25M.
Ally Financial made up 0.29% of Perkins Investment Management's portfolio in Q1 2017, its #119 holding.
Perkins Investment Management first reported a position in Ally Financial in Q2 2015 and has held it in 8 quarters since.
Perkins Investment Management's Ally Financial position peaked at $80.5M in Q4 2015.
365 funds tracked by Wall St. Rank held Ally Financial as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.