Number of Shares
5,745.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
1.64%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
65.85%

NYLI Epoch Capital Growth Fund's Ameriprise Financial Inc Holding Summary

As of 2025-04-30, NYLI Epoch Capital Growth Fund held 5,745.00 shares of Ameriprise Financial Inc(AMP), totaling $2.71 Mil. This investment constitutes 1.64% of their stock portfolio, and NYLI Epoch Capital Growth Fund now holds 0.01% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2022Q2. And since then NYLI Epoch Capital Growth Fund has made 8 purchases of AMP, at an average price of $320.94, for a total of 7,598.00 shares. In addition, there have been 5 sales at an average price of $518.87 for 1,853.00 shares. Based on historical transaction data and AMP's current price of $536.58, NYLI Epoch Capital Growth Fund's estimated gain on his AMP holdings is $1.61 Mil, reflecting a 65.85% gain to date.

NYLI Epoch Capital Growth Fund AMP ($536.58) Holding Chart

NYLI Epoch Capital Growth Fund AMP ($536.58) 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