Lyrical U.S. Value Equity Fund AMP Holdings History
Lyrical U.S. Value Equity Fund's Ameriprise Financial Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 99,506.00 shares of Ameriprise Financial Inc(AMP), totaling $53.46 Mil. This investment constitutes 4.87% of their stock portfolio, and Ultimus Managers Trust now holds 0.1% of the outstanding Ameriprise Financial Inc(AMP) stock.
The initial trade took place in 2021Q4. And since then Lyrical U.S. Value Equity Fund has made 7 purchases of AMP, at an average price of $311.58, for a total of 157,256.00 shares. In addition, there have been 6 sales at an average price of $303.40 for 57,750.00 shares. Based on historical transaction data and AMP's current price of $539.82, Lyrical U.S. Value Equity Fund's estimated gain on his AMP holdings is $22.24 Mil, reflecting a 45.39% gain to date.
Lyrical U.S. Value Equity Fund AMP ($539.82) Holding Chart
Lyrical U.S. Value Equity Fund AMP ($539.82) 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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