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Squar Milner Financial Services’s Ally Financial ALLY Stock Holding History

Squar Milner Financial Services’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
-131
Closed -$1K – 234
2020
Q1 		$1K Hold
131
– – ﹤0.01% 702
2019
Q4 		$4K Buy
+131
New +$4.09K ﹤0.01% 655

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Squar Milner Financial Services's ALLY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ally Financial (ALLY) in Q2 2020, closing a stake of 131 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in ALLY in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 405 funds tracked by Wall St. Rank hold ALLY as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Ally Financial position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 131 Ally Financial shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Ally Financial in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Ally Financial position peaked at $4K in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Ally Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.