Number of Shares
819,485.00
Current Holdings Value*
$396.72 Mil
% of Portfolio
1.94%
Total Estimate Gain
$471.09 Mil
% of Total Estimate Gain
158.67%

Disciplined Value Mid Cap Fund's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Disciplined Value Mid Cap Fund held 819,485.00 shares of Ameriprise Financial Inc(AMP), totaling $396.72 Mil. This investment constitutes 1.94% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.86% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2019Q3. And since then Disciplined Value Mid Cap Fund has made 7 purchases of AMP, at an average price of $179.20, for a total of 1.66 Mil shares. In addition, there have been 10 sales at an average price of $392.32 for 837,277.00 shares. Based on historical transaction data and AMP's current price of $536.31, Disciplined Value Mid Cap Fund's estimated gain on his AMP holdings is $471.09 Mil, reflecting a 158.67% gain to date.

Disciplined Value Mid Cap Fund AMP ($536.31) Holding Chart

Disciplined Value Mid Cap Fund AMP ($536.31) 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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