Number of Shares
120,154.00
Current Holdings Value*
$58.17 Mil
% of Portfolio
4.22%
Total Estimate Gain
$41.13 Mil
% of Total Estimate Gain
51.89%

STERLING CAPITAL EQUITY INCOME FUND's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, STERLING CAPITAL FUNDS held 120,154.00 shares of Ameriprise Financial Inc(AMP), totaling $58.17 Mil. This investment constitutes 4.22% of their stock portfolio, and STERLING CAPITAL FUNDS now holds 0.13% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2023Q1. And since then STERLING CAPITAL EQUITY INCOME FUND has made 1 purchases of AMP, at an average price of $327.63, for a total of 241,907.00 shares. In addition, there have been 8 sales at an average price of $453.36 for 121,753.00 shares. Based on historical transaction data and AMP's current price of $542.51, STERLING CAPITAL EQUITY INCOME FUND's estimated gain on his AMP holdings is $41.13 Mil, reflecting a 51.89% gain to date.

STERLING CAPITAL EQUITY INCOME FUND AMP ($542.51) Holding Chart

STERLING CAPITAL EQUITY INCOME FUND AMP ($542.51) 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