Synergy Asset Management’s Ally Financial ALLY Stock Holding History

Synergy Asset 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	-13,606	Closed	-$456K	–	110
2022 Q2	$456K	Buy	13,606 +2,286	+20%	+$91.3K	0.12%	75
2022 Q1	$493K	Buy	+11,320	New	+$535K	0.12%	72
2021 Q3	–	Sell	-43,194	Closed	-$2.15M	–	97
2021 Q2	$2.15M	Buy	43,194 +684	+2%	+$35.1K	0.57%	47
2021 Q1	$1.92M	Buy	+42,510	New	+$1.78M	0.58%	56

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Asset Management's ALLY Position: Q3 2022 in Review

Synergy Asset Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 13,606 shares — an estimated $456K sold.

Synergy Asset Management first reported a position in ALLY in Q1 2021 and held it in 4 quarters. The position peaked at $2.15M in Q2 2021. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

Synergy Asset Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
Synergy Asset Management sold 13,606 Ally Financial shares in Q3 2022, an estimated $456K.
Synergy Asset Management first reported a position in Ally Financial in Q1 2021 and held it in 4 quarters.
Synergy Asset Management's Ally Financial position peaked at $2.15M in Q2 2021.
527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Synergy Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.