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Southeast Asset Advisors’s Ally Financial ALLY Stock Holding History

Southeast Asset Advisors’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
Q4 		– Sell
-22,537
Closed -$627K – 135
2022
Q3 		$627K Sell
22,537
-6,247
-22% -$207K 0.11% 84
2022
Q2 		$965K Buy
28,784
+34
+0.1% +$1.36K 0.15% 73
2022
Q1 		$1.25M Buy
28,750
+28
+0.1% +$1.32K 0.17% 66
2021
Q4 		$1.37M Buy
28,722
+30
+0.1% +$1.49K 0.19% 72
2021
Q3 		$1.47M Buy
28,692
+27
+0.1% +$1.4K 0.24% 66
2021
Q2 		$1.43M Buy
28,665
+22
+0.1% +$1.13K 0.23% 66
2021
Q1 		$1.29M Buy
28,643
+28
+0.1% +$1.17K 0.23% 64
2020
Q4 		$1.02M Buy
28,615
+38
+0.1% +$1.15K 0.2% 66
2020
Q3 		$716K Buy
28,577
+51
+0.2% +$1.14K 0.16% 73
2020
Q2 		$566K Buy
28,526
+76
+0.3% +$1.29K 0.14% 76
2020
Q1 		$411K Buy
+28,450
New +$748K 0.12% 81

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Southeast Asset Advisors's ALLY Position: Q4 2022 in Review

Southeast Asset Advisors sold out of Ally Financial (ALLY) in Q4 2022, closing a stake of 22,537 shares — an estimated $627K sold.

Southeast Asset Advisors first reported a position in ALLY in Q1 2020 and held it in 11 quarters. The position peaked at $1.47M in Q3 2021. 508 funds tracked by Wall St. Rank hold ALLY as of Q4 2022.

  • Southeast Asset Advisors reported no remaining Ally Financial position as of Q4 2022 after selling out during the quarter.
  • Southeast Asset Advisors sold 22,537 Ally Financial shares in Q4 2022, an estimated $627K.
  • Southeast Asset Advisors first reported a position in Ally Financial in Q1 2020 and held it in 11 quarters.
  • Southeast Asset Advisors's Ally Financial position peaked at $1.47M in Q3 2021.
  • 508 funds tracked by Wall St. Rank held Ally Financial as of Q4 2022.

Based on Southeast Asset Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.