Number of Shares
53,900.00
Current Holdings Value*
$17.77 Mil
% of Portfolio
3.24%
Total Estimate Gain
$21.78 Mil
% of Total Estimate Gain
148.91%

Aristotle Value Equity Fund's Ameriprise Financial Inc Holding Summary

As of 2023-09-30, Investment Managers Series Trust held 53,900.00 shares of Ameriprise Financial Inc(AMP), totaling $17.77 Mil. This investment constitutes 3.24% of their stock portfolio, and Investment Managers Series Trust now holds 0.05% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2020Q1. And since then Aristotle Value Equity Fund has made 7 purchases of AMP, at an average price of $186.78, for a total of 78,300.00 shares. In addition, there have been 5 sales at an average price of $306.66 for 24,400.00 shares. Based on historical transaction data and AMP's current price of $536.55, Aristotle Value Equity Fund's estimated gain on his AMP holdings is $21.78 Mil, reflecting a 148.91% gain to date.

Aristotle Value Equity Fund AMP ($536.55) Holding Chart

Aristotle Value Equity Fund AMP ($536.55) 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 %

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