RJT
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Raymond James Trust’s Ally Financial ALLY Stock Holding History

Raymond James Trust’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
2022
Q2 		– Sell
-7,142
Closed -$310K – 1087
2022
Q1 		$310K Buy
7,142
+624
+10% +$29.5K 0.01% 859
2021
Q4 		$310K Sell
6,518
-1,582
-20% -$78.3K 0.01% 886
2021
Q3 		$413K Sell
8,100
-101
-1% -$5.22K 0.01% 693
2021
Q2 		$408K Sell
8,201
-1,729
-17% -$88.7K 0.01% 707
2021
Q1 		$449K Buy
9,930
+1,620
+19% +$67.8K 0.02% 635
2020
Q4 		$296K Buy
+8,310
New +$251K 0.01% 781
2020
Q1 		– Sell
-9,155
Closed -$280K – 828
2019
Q4 		$280K Buy
9,155
+645
+8% +$20.1K 0.01% 726
2019
Q3 		$283K Sell
8,510
-213
-2% -$6.9K 0.01% 691
2019
Q2 		$271K Buy
8,723
+1,097
+14% +$32.4K 0.01% 673
2019
Q1 		$210K Buy
+7,626
New +$199K 0.01% 766

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return