Simplicity Solutions’s Ally Financial ALLY Stock Holding History

Simplicity Solutions’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
2023 Q4	$201K	Buy	+5,748	New	+$161K	0.01%	976
2023 Q3	–	Sell	-9,442	Closed	-$255K	–	998
2023 Q2	$255K	Buy	9,442 +263	+3%	+$6.99K	0.01%	887
2023 Q1	$234K	Buy	+9,179	New	+$263K	0.01%	942
2022 Q3	–	Sell	-8,148	Closed	-$273K	–	645
2022 Q2	$273K	Sell	8,148 -2,954	-27%	-$118K	0.04%	461
2022 Q1	$483K	Sell	11,102 -2,970	-21%	-$140K	0.06%	312
2021 Q4	$670K	Buy	+14,072	New	+$697K	0.07%	318

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Simplicity Solutions's ALLY Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Ally Financial (ALLY) in Q4 2023: 5,748 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in ALLY as recently as Q2 2023.

Simplicity Solutions first reported a position in ALLY in Q4 2021 and has held it in 6 quarters since. The position peaked at $670K in Q4 2021. 524 funds tracked by Wall St. Rank hold ALLY as of Q4 2023.

Simplicity Solutions held 5,748 shares of Ally Financial worth $201K as of Q4 2023.
Ally Financial was a new Simplicity Solutions position in Q4 2023.
Ally Financial made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #976 holding.
Simplicity Solutions first reported a position in Ally Financial in Q4 2021 and has held it in 6 quarters since.
Simplicity Solutions's Ally Financial position peaked at $670K in Q4 2021.
524 funds tracked by Wall St. Rank held Ally Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.