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Summit Global Investments’s Ally Financial ALLY Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-14,495
Closed -$506K – 497
2023
Q4 		$506K Sell
14,495
-440
-3% -$12.3K 0.03% 336
2023
Q3 		$398K Sell
14,935
-1,500
-9% -$41.9K 0.03% 377
2023
Q2 		$444K Buy
+16,435
New +$437K 0.03% 356
2022
Q3 		– Sell
-30,948
Closed -$1.04M – 457
2022
Q2 		$1.04M Sell
30,948
-2,504
-7% -$100K 0.09% 213
2022
Q1 		$1.45M Buy
+33,452
New +$1.58M 0.11% 183

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's ALLY Position: Q1 2024 in Review

Summit Global Investments sold out of Ally Financial (ALLY) in Q1 2024, closing a stake of 14,495 shares — an estimated $506K sold.

Summit Global Investments first reported a position in ALLY in Q1 2022 and held it in 5 quarters. The position peaked at $1.45M in Q1 2022. 550 funds tracked by Wall St. Rank hold ALLY as of Q1 2024.

  • Summit Global Investments reported no remaining Ally Financial position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 14,495 Ally Financial shares in Q1 2024, an estimated $506K.
  • Summit Global Investments first reported a position in Ally Financial in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's Ally Financial position peaked at $1.45M in Q1 2022.
  • 550 funds tracked by Wall St. Rank held Ally Financial as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.