Three Peaks Capital Management’s Ameriprise Financial AMP Stock Holding History

Three Peaks 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
2021 Q3	–	Sell	-11,599	Closed	-$2.89M	–	88
2021 Q2	$2.89M	Buy	11,599 +292	+3%	+$73.6K	0.89%	66
2021 Q1	$2.63M	Sell	11,307 -3,159	-22%	-$683K	0.83%	54
2020 Q4	$2.81M	Sell	14,466 -164	-1%	-$29.4K	0.9%	51
2020 Q3	$2.25M	Sell	14,630 -620	-4%	-$95.5K	0.79%	58
2020 Q2	$2.29M	Buy	+15,250	New	+$1.96M	0.84%	53
2019 Q4	–	Sell	-14,543	Closed	-$2.14M	–	97
2019 Q3	$2.14M	Buy	+14,543	New	+$2.04M	0.61%	75

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Three Peaks Capital Management's AMP Position: Q3 2021 in Review

Three Peaks Capital Management sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 11,599 shares — an estimated $2.89M sold.

Three Peaks Capital Management first reported a position in AMP in Q3 2019 and held it in 6 quarters. The position peaked at $2.89M in Q2 2021. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Three Peaks Capital Management reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
Three Peaks Capital Management sold 11,599 Ameriprise Financial shares in Q3 2021, an estimated $2.89M.
Three Peaks Capital Management first reported a position in Ameriprise Financial in Q3 2019 and held it in 6 quarters.
Three Peaks Capital Management's Ameriprise Financial position peaked at $2.89M in Q2 2021.
923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Three Peaks Capital Management's 13F filing for Q3 2021, filed 12 Oct 2021.