Number of Shares
44,653.00
Current Holdings Value*
$21.62 Mil
% of Portfolio
1.59%
Total Estimate Gain
$17.12 Mil
% of Total Estimate Gain
50.34%

Applied Finance Capital Management, LLC's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Applied Finance Capital Management, LLC held 44,653.00 shares of Ameriprise Financial Inc(AMP), totaling $21.62 Mil. This investment constitutes 1.59% of their stock portfolio, and Applied Finance Capital Management, LLC now holds 0.05% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2022Q4. And since then Applied Finance Capital Management, LLC has made 8 purchases of AMP, at an average price of $352.95, for a total of 96,348.00 shares. In addition, there have been 1 sales at an average price of $524.46 for 51,695.00 shares. Based on historical transaction data and AMP's current price of $537.78, Applied Finance Capital Management, LLC's estimated gain on his AMP holdings is $17.12 Mil, reflecting a 50.34% gain to date.

Applied Finance Capital Management, LLC AMP ($537.78) Holding Chart

Applied Finance Capital Management, LLC AMP ($537.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1