ST
AMP icon

Sabal Trust’s Ameriprise Financial AMP Stock Holding History

Sabal Trust’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
2024
Q3 		– Sell
-2,896
Closed -$1.24M – 228
2024
Q2 		$1.24M Sell
2,896
-25
-0.9% -$10.7K 0.07% 118
2024
Q1 		$1.28M Sell
2,921
-8
-0.3% -$3.2K 0.07% 108
2023
Q4 		$1.11M Sell
2,929
-1,100
-27% -$377K 0.07% 110
2023
Q3 		$1.33M Buy
4,029
+94
+2% +$32.1K 0.09% 93
2023
Q2 		$1.31M Buy
+3,935
New +$1.21M 0.08% 92

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sabal Trust's AMP Position: Q3 2024 in Review

Sabal Trust sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 2,896 shares — an estimated $1.24M sold.

Sabal Trust first reported a position in AMP in Q2 2023 and held it in 5 quarters. The position peaked at $1.33M in Q3 2023. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Sabal Trust reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Sabal Trust sold 2,896 Ameriprise Financial shares in Q3 2024, an estimated $1.24M.
  • Sabal Trust first reported a position in Ameriprise Financial in Q2 2023 and held it in 5 quarters.
  • Sabal Trust's Ameriprise Financial position peaked at $1.33M in Q3 2023.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Sabal Trust's 13F filing for Q3 2024, filed 12 Nov 2024.