Shikiar Asset Management’s Ally Financial ALLY Stock Holding History

Shikiar Asset 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
2020 Q2	–	Sell	-37,540	Closed	-$542K	–	81
2020 Q1	$542K	Sell	37,540 -248,820	-87%	-$6.54M	0.36%	45
2019 Q4	$8.75M	Buy	286,360 +35,800	+14%	+$1.12M	2.9%	11
2019 Q3	$8.31M	Sell	250,560 -37,185	-13%	-$1.2M	3.29%	10
2019 Q2	$8.92M	Sell	287,745 -44,700	-13%	-$1.32M	3.49%	8
2019 Q1	$9.14M	Buy	332,445 +3,885	+1%	+$101K	3.83%	7
2018 Q4	$7.45M	Sell	328,560 -5,300	-2%	-$133K	3.89%	7
2018 Q3	$8.83M	Buy	333,860 +8,500	+3%	+$231K	3.44%	8
2018 Q2	$8.55M	Buy	325,360 +2,300	+0.7%	+$61.4K	3.58%	7
2018 Q1	$8.77M	Sell	323,060 -7,210	-2%	-$207K	3.99%	3
2017 Q4	$9.63M	Sell	330,270 -55,590	-14%	-$1.48M	4.51%	4
2017 Q3	$9.36M	Buy	385,860 +59,235	+18%	+$1.32M	4.07%	3
2017 Q2	$6.83M	Buy	326,625 +167,650	+105%	+$3.29M	2.94%	10
2017 Q1	$3.23M	Buy	+158,975	New	+$3.37M	1.46%	26

Other funds holding ALLY

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Shikiar Asset Management's ALLY Position: Q2 2020 in Review

Shikiar Asset Management sold out of Ally Financial (ALLY) in Q2 2020, closing a stake of 37,540 shares — an estimated $542K sold.

Shikiar Asset Management first reported a position in ALLY in Q1 2017 and held it in 13 quarters. The position peaked at $9.63M in Q4 2017. 405 funds tracked by Wall St. Rank hold ALLY as of Q2 2020.

Shikiar Asset Management reported no remaining Ally Financial position as of Q2 2020 after selling out during the quarter.
Shikiar Asset Management sold 37,540 Ally Financial shares in Q2 2020, an estimated $542K.
Shikiar Asset Management first reported a position in Ally Financial in Q1 2017 and held it in 13 quarters.
Shikiar Asset Management's Ally Financial position peaked at $9.63M in Q4 2017.
405 funds tracked by Wall St. Rank held Ally Financial as of Q2 2020.

Based on Shikiar Asset Management's 13F filing for Q2 2020, filed 20 Aug 2020.