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Sugarloaf Wealth Management’s Ally Financial ALLY Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$5.29K Buy
+147
New +$5.34K ﹤0.01% 567

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sugarloaf Wealth Management's ALLY Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Ally Financial (ALLY) in Q4 2024: 147 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

581 funds tracked by Wall St. Rank hold ALLY as of Q4 2024.

  • Sugarloaf Wealth Management held 147 shares of Ally Financial worth $5.29K as of Q4 2024.
  • Ally Financial was a new Sugarloaf Wealth Management position in Q4 2024.
  • Ally Financial made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #567 holding.
  • 581 funds tracked by Wall St. Rank held Ally Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.