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Stevens Capital Management’s Ameriprise Financial AMP Stock Holding History

Stevens Capital Management’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,867
Closed -$1.26M – 222
2024
Q1 		$1.26M Buy
+2,867
New +$1.15M 0.24% 94
2023
Q3 		– Sell
-683
Closed -$227K – 235
2023
Q2 		$227K Buy
+683
New +$210K 0.05% 230
2022
Q1 		– Sell
-3,100
Closed -$935K – 240
2021
Q4 		$935K Buy
+3,100
New +$917K 0.21% 111
2020
Q1 		– Sell
-2,614
Closed -$435K – 20
2019
Q4 		$435K Buy
+2,614
New +$405K 0.04% 376
2019
Q3 		– Sell
-12,800
Closed -$1.86M – 548
2019
Q2 		$1.86M Sell
12,800
-30,989
-71% -$4.48M 0.08% 267
2019
Q1 		$5.61M Buy
+43,789
New +$5.43M 0.24% 135
2018
Q2 		– Sell
-101,322
Closed -$15M – 767
2018
Q1 		$15M Buy
101,322
+64,298
+174% +$10.5M 0.57% 34
2017
Q4 		$6.27M Buy
+37,024
New +$5.93M 0.24% 131
2017
Q3 		– Sell
-38,377
Closed -$4.88M – 833
2017
Q2 		$4.88M Buy
38,377
+32,617
+566% +$4.14M 0.18% 165
2017
Q1 		$747K Sell
5,760
-20,254
-78% -$2.51M 0.03% 484
2016
Q4 		$2.89M Buy
+26,014
New +$2.75M 0.12% 243
2016
Q3 		– Sell
-2,552
Closed -$229K – 889
2016
Q2 		$229K Buy
+2,552
New +$247K 0.01% 742
2016
Q1 		– Sell
-53,446
Closed -$5.69M – 869
2015
Q4 		$5.69M Buy
+53,446
New +$5.97M 0.22% 135
2015
Q2 		– Sell
-121,931
Closed -$16M – 1004
2015
Q1 		$16M Buy
121,931
+71,912
+144% +$9.47M 0.57% 42
2014
Q4 		$6.62M Buy
+50,019
New +$6.33M 0.22% 129
2014
Q2 		– Sell
-173,704
Closed -$19.1M – 1042
2014
Q1 		$19.1M Buy
+173,704
New +$19M 0.52% 52
2013
Q3 		– Sell
-6,033
Closed -$488K – 1007
2013
Q2 		$488K Buy
+6,033
New +$469K 0.02% 588

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stevens Capital Management's AMP Position: Q2 2024 in Review

Stevens Capital Management sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 2,867 shares — an estimated $1.26M sold.

Stevens Capital Management first reported a position in AMP in Q2 2013 and held it in 17 quarters. The position peaked at $19.1M in Q1 2014. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Stevens Capital Management reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • Stevens Capital Management sold 2,867 Ameriprise Financial shares in Q2 2024, an estimated $1.26M.
  • Stevens Capital Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 17 quarters.
  • Stevens Capital Management's Ameriprise Financial position peaked at $19.1M in Q1 2014.
  • 1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Stevens Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.