PPM America’s Amplify Energy AMPY Stock Holding History

PPM America’s Portfolio AMPY Stock Details AMPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-83,213	Closed	-$564K	–	6
2024 Q2	$564K	Hold	83,213	–	–	4.98%	5
2024 Q1	$550K	Hold	83,213	–	–	3.67%	8
2023 Q4	$493K	Hold	83,213	–	–	4.36%	6
2023 Q3	$612K	Hold	83,213	–	–	5.38%	6
2023 Q2	$563K	Hold	83,213	–	–	7.4%	5
2023 Q1	$572K	Hold	83,213	–	–	2.76%	6
2022 Q4	$731K	Hold	83,213	–	–	2.91%	8
2022 Q3	$547K	Hold	83,213	–	–	2.04%	7
2022 Q2	$544K	Hold	83,213	–	–	1.99%	7
2022 Q1	$458K	Hold	83,213	–	–	1.06%	8
2021 Q4	$259K	Hold	83,213	–	–	0.48%	8
2021 Q3	$443K	Buy	+83,213	New	+$312K	0.21%	9

Other funds holding AMPY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return