Latest Ally Financial Inc. Stock Portfolio
Ally Financial Inc. Performance:
2024 Q3: 4.49%YTD: 4.5%2023: 12.99%
Performance for 2024 Q3 is 4.49%, and YTD is 4.5%, and 2023 is 12.99%.
About Ally Financial Inc. and 13F Hedge Fund Stock Holdings
Ally Financial Inc. is a hedge fund based in CHARLOTTE, NC. On 19-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $986.7 Millions. In it's latest 13F Holdings report, Ally Financial Inc. reported an equity portfolio of $827.9 Millions as of 30 Sep, 2024.
The top stock holdings of Ally Financial Inc. are CSD, IJR, SPY. The fund has invested 12.2% of it's portfolio in INVESCO S&P 500 EQUAL WEIGHT ETF and 10.3% of portfolio in ISHARES 20 YEAR TREASURY BOND ETF.
The fund managers got completely rid off VANGUARD FTSE ALL-WORLD EX-US ETF (VEU), VANGUARD REAL ESTATE ETF (VB) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in BETTER HOME & FINANCE HOLDING COMPANY, UNITEDHEALTH GROUP INC (UNH) and ADOBE INC (ADBE). Ally Financial Inc. opened new stock positions in NVIDIA CORP (NVDA), VANECK SEMICONDUCTOR ETF (AFK) and ENERGY SELECT SECTOR SPDR FUND (XLB). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SPDR S&P 500 ETF TRUST (SPY) and ADVANCED MICRO DEVICES INC (AMD).
The top stock holdings of Ally Financial Inc. are CSD, IJR, SPY. The fund has invested 12.2% of it's portfolio in INVESCO S&P 500 EQUAL WEIGHT ETF and 10.3% of portfolio in ISHARES 20 YEAR TREASURY BOND ETF.
The fund managers got completely rid off VANGUARD FTSE ALL-WORLD EX-US ETF (VEU), VANGUARD REAL ESTATE ETF (VB) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in BETTER HOME & FINANCE HOLDING COMPANY, UNITEDHEALTH GROUP INC (UNH) and ADOBE INC (ADBE). Ally Financial Inc. opened new stock positions in NVIDIA CORP (NVDA), VANECK SEMICONDUCTOR ETF (AFK) and ENERGY SELECT SECTOR SPDR FUND (XLB). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), SPDR S&P 500 ETF TRUST (SPY) and ADVANCED MICRO DEVICES INC (AMD).
Ally Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Financial Inc. made a return of 4.49% in the last quarter. In trailing 12 months, it's portfolio return was 12.25%.
New Buys
| Ticker | $ Bought |
|---|---|
| nvidia corp | 5,829,120 |
| vaneck semiconductor etf | 5,154,450 |
| energy select sector spdr fund | 4,916,800 |
| target corp | 3,428,920 |
| alphabet inc-c | 3,176,610 |
| procter & gamble co/the | 2,771,200 |
| micron technology inc | 1,866,780 |
| eli lilly & co | 1,771,880 |
New stocks bought by Ally Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 640 |
| spdr s&p 500 etf trust | 400 |
| advanced micro devices inc | 157 |
| merck & co inc | 132 |
| broadcom inc | 123 |
| elevance health inc | 100 |
| thermo fisher scientific inc | 85.00 |
| schlumberger nv | 50.00 |
Additions to existing portfolio by Ally Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| better home & finance holding company | -99.03 |
| unitedhealth group inc | -81.82 |
| adobe inc | -54.55 |
| crown castle inc | -42.86 |
| citigroup inc | -29.82 |
| johnson & johnson | -24.64 |
Ally Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard ftse all-world ex-us etf | -38,174,600 |
| vanguard real estate etf | -22,950,200 |
| bank of america corp | -5,170,100 |
| spdr s&p regional banking etf | -4,910,000 |
| coca-cola co/the | -5,346,600 |
| air products and chemicals inc | -11,096,200 |
| mondelez international inc | -2,486,720 |
| american tower corp | -6,220,160 |
Ally Financial Inc. got rid off the above stocks
Sector Distribution
Ally Financial Inc. has about 49.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 49.8 |
| Healthcare | 12 |
| Communication Services | 9.8 |
| Technology | 7.2 |
| Consumer Cyclical | 6.3 |
| Industrials | 5.5 |
| Financial Services | 4.8 |
| Consumer Defensive | 3.2 |
Market Cap. Distribution
Ally Financial Inc. has about 49.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 49.8 |
| LARGE-CAP | 31.5 |
| MEGA-CAP | 18.1 |
Stocks belong to which Index?
About 50.1% of the stocks held by Ally Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 50.1 |
| Others | 49.7 |
Ally Financial Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ally Financial Inc.
Ally Financial Inc. has 107 stocks in it's portfolio. About 52.8% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Ally Financial Inc. last quarter.
Last Reported on: 13 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott laboratories | 0.47 | 34,000 | 3,876,340 | unchanged | 0.00 | ||
| ACN | accenture plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.31 | 5,000 | 2,588,900 | reduced | -54.55 | ||
| AFK | vaneck semiconductor etf | 0.62 | 21,000 | 5,154,450 | new | |||
| AIG | american international group inc | 0.18 | 20,000 | 1,464,600 | new | |||
| ALHC | alignment healthcare inc | 0.22 | 151,302 | 1,788,390 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.36 | 18,000 | 2,953,440 | added | 157 | ||
| AMT | american tower corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon.com inc | 3.06 | 136,000 | 25,340,900 | added | 20.35 | ||
| AON | aon plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APD | air products and chemicals inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 0.60 | 29,000 | 5,002,500 | added | 123 | ||
| AWK | american water works co inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BA | boeing co/the | 0.97 | 53,000 | 8,058,120 | added | 32.5 | ||
| BABA | alibaba group holding ltd | 0.96 | 75,000 | 7,959,000 | unchanged | 0.00 | ||
| BAC | bank of america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAX | baxter international inc | 0.47 | 103,000 | 3,910,910 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.47 | 16,000 | 3,857,600 | unchanged | 0.00 | ||
| BEN | franklin resources inc | 0.34 | 140,000 | 2,821,000 | unchanged | 0.00 | ||