Whittier Trust’s Ally Financial ALLY Stock Holding History

Whittier Trust’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	–	Sell	-18	Closed	-$640	–	1547
2024 Q3	$640	Hold	18	–	–	﹤0.01%	1511
2024 Q2	$713	Hold	18	–	–	﹤0.01%	1478
2024 Q1	$730	Hold	18	–	–	﹤0.01%	1467
2023 Q4	$628	Hold	18	–	–	﹤0.01%	1465
2023 Q3	$480	Hold	18	–	–	﹤0.01%	1579
2023 Q2	$486	Hold	18	–	–	﹤0.01%	1519
2023 Q1	$458	Hold	18	–	–	﹤0.01%	1562
2022 Q4	$440	Hold	18	–	–	﹤0.01%	1580
2022 Q3	$1K	Sell	18 -64	-78%	-$2.13K	﹤0.01%	1586
2022 Q2	$3K	Buy	82 +18	+28%	+$719	﹤0.01%	1498
2022 Q1	$3K	Hold	64	–	–	﹤0.01%	1503
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	1457
2021 Q3	$3K	Buy	+64	New	+$3.31K	﹤0.01%	1367
2020 Q1	–	Sell	-74	Closed	-$2K	–	1472
2019 Q4	$2K	Buy	74 +49	+196%	+$1.53K	﹤0.01%	1344
2019 Q3	$1K	Buy	+25	New	+$810	﹤0.01%	1421

Other funds holding ALLY

Berkshire Hathaway

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

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