UBS O'Connor’s Ally Financial ALLY Stock Holding History

UBS O'Connor’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
2023 Q4	–	Sell	-175,000	Closed	-$228K	–	511
2023 Q3	$228K	Buy	+175,000	New	+$4.89M	﹤0.01%	446

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

UBS O'Connor's ALLY Position: Q1 2017 in Review

UBS O'Connor sold out of Ally Financial (ALLY) in Q1 2017, closing a stake of 1,151,483 shares — an estimated $21.9M sold.

UBS O'Connor first reported a position in ALLY in Q3 2016 and held it in 2 quarters. The position peaked at $21.9M in Q4 2016. 365 funds tracked by Wall St. Rank hold ALLY as of Q1 2017.

UBS O'Connor reported no remaining Ally Financial position as of Q1 2017 after selling out during the quarter.
UBS O'Connor sold 1,151,483 Ally Financial shares in Q1 2017, an estimated $21.9M.
UBS O'Connor first reported a position in Ally Financial in Q3 2016 and held it in 2 quarters.
UBS O'Connor's Ally Financial position peaked at $21.9M in Q4 2016.
365 funds tracked by Wall St. Rank held Ally Financial as of Q1 2017.

Based on UBS O'Connor's 13F filing for Q1 2017, filed 12 May 2017.