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Sterling Investment Management’s Ally Financial ALLY Stock Holding History

Sterling Investment 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
2022
Q3 		– Sell
-57,394
Closed -$1.92M – 61
2022
Q2 		$1.92M Buy
57,394
+34,358
+149% +$1.37M 1.6% 16
2022
Q1 		$1M Buy
+23,036
New +$1.09M 0.7% 52

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 $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Management's ALLY Position: Q3 2022 in Review

Sterling Investment Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 57,394 shares — an estimated $1.92M sold.

Sterling Investment Management first reported a position in ALLY in Q1 2022 and held it in 2 quarters. The position peaked at $1.92M in Q2 2022. 529 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

  • Sterling Investment Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Management sold 57,394 Ally Financial shares in Q3 2022, an estimated $1.92M.
  • Sterling Investment Management first reported a position in Ally Financial in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Management's Ally Financial position peaked at $1.92M in Q2 2022.
  • 529 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Sterling Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.