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Stewart & Patten Company’s Ameriprise Financial AMP Stock Holding History

Stewart & Patten Company’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
Q1 		$1.54M Hold
3,503
– – 0.23% 37
2023
Q4 		$1.33M Sell
3,503
-100
-3% -$34.3K 0.21% 40
2023
Q3 		$1.19M Hold
3,603
– – 0.21% 39
2023
Q2 		$1.2M Hold
3,603
– – 0.2% 39
2023
Q1 		$1.1M Hold
3,603
– – 0.19% 39
2022
Q4 		$1.12M Hold
3,603
– – 0.2% 37
2022
Q3 		$908K Buy
3,603
+380
+12% +$100K 0.17% 42
2022
Q2 		$766K Sell
3,223
-23
-0.7% -$6.16K 0.14% 45
2022
Q1 		$975K Buy
3,246
+23
+0.7% +$6.96K 0.16% 42
2021
Q4 		$972K Hold
3,223
– – 0.15% 44
2021
Q3 		$851K Sell
3,223
-25
-0.8% -$6.54K 0.14% 43
2021
Q2 		$808K Hold
3,248
– – 0.13% 44
2021
Q1 		$755K Sell
3,248
-82
-2% -$17.7K 0.12% 43
2020
Q4 		$647K Hold
3,330
– – 0.11% 46
2020
Q3 		$513K Hold
3,330
– – 0.09% 53
2020
Q2 		$500K Hold
3,330
– – 0.09% 55
2020
Q1 		$341K Hold
3,330
– – 0.07% 60
2019
Q4 		$555K Hold
3,330
– – 0.09% 66
2019
Q3 		$490K Hold
3,330
– – 0.09% 68
2019
Q2 		$483K Hold
3,330
– – 0.09% 68
2019
Q1 		$427K Buy
3,330
+82
+3% +$10.2K 0.08% 67
2018
Q4 		$339K Sell
3,248
-200
-6% -$25.1K 0.07% 71
2018
Q3 		$509K Hold
3,448
– – 0.09% 66
2018
Q2 		$482K Hold
3,448
– – 0.09% 65
2018
Q1 		$510K Sell
3,448
-300
-8% -$48.9K 0.1% 66
2017
Q4 		$635K Hold
3,748
– – 0.11% 62
2017
Q3 		$557K Hold
3,748
– – 0.1% 65
2017
Q2 		$477K Hold
3,748
– – 0.09% 72
2017
Q1 		$486K Buy
+3,748
New +$464K 0.09% 69

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stewart & Patten Company's AMP Position: Q1 2024 in Review

Stewart & Patten Company held its Ameriprise Financial (AMP) position steady in Q1 2024 at 3,503 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #37.

Stewart & Patten Company first reported a position in AMP in Q1 2017 and has held it in 29 quarters since. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Stewart & Patten Company held 3,503 shares of Ameriprise Financial worth $1.54M as of Q1 2024.
  • Stewart & Patten Company left its Ameriprise Financial share count unchanged in Q1 2024.
  • Ameriprise Financial made up 0.23% of Stewart & Patten Company's portfolio in Q1 2024, its #37 holding.
  • Stewart & Patten Company first reported a position in Ameriprise Financial in Q1 2017 and has held it in 29 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.