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Roundview Capital’s Ally Financial ALLY Stock Holding History

Roundview Capital’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
-5,568
Closed -$242K – 280
2022
Q1 		$242K Buy
+5,568
New +$263K 0.02% 274
2015
Q1 		– Sell
-85,500
Closed -$2.02M – 150
2014
Q4 		$2.02M Buy
+85,500
New +$1.93M 0.83% 31

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 $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Roundview Capital's ALLY Position: Q2 2022 in Review

Roundview Capital sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 5,568 shares — an estimated $242K sold.

Roundview Capital first reported a position in ALLY in Q4 2014 and held it in 2 quarters. The position peaked at $2.02M in Q4 2014. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

  • Roundview Capital reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
  • Roundview Capital sold 5,568 Ally Financial shares in Q2 2022, an estimated $242K.
  • Roundview Capital first reported a position in Ally Financial in Q4 2014 and held it in 2 quarters.
  • Roundview Capital's Ally Financial position peaked at $2.02M in Q4 2014.
  • 565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Roundview Capital's 13F filing for Q2 2022, filed 11 Aug 2022.