Ally Financial Inc.

• DETROIT, MI How do I update this listing?

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Ally Financial is based out of Detroit. Their last reported 13F filing for Q4 2022 included $641,686,783 in managed 13F securities and a top 10 holdings concentration of 38.58%. Ally Financial's largest holding is iShares 20+ Year Treasury Bond ETF- with shares held of 465,000. Ally Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 47 13F filings, and 534 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-03-02. The notice included securities offered of Equity

12/31/2022

13F Activity

  • Market Value $641.687 Million
  • Prior Market Value $606.265 Million
  • New Purchases0 stocks
  • Additional Purchases8 stocks
  • Sold out of9 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 38.58 %
  • Turnover % [1]:8.82%
  • Turnover Alt % [2]: 2.18 %
  • Time Held Top20:6.35 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:12.04 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 11.12%
Performance Last 4 Quarters: 25.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2020-03-02 D COMMERCIAL BANKING Equity 1,300,000,000 0 1,300,000,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
JEFFREY J. BROWN subscription required
    EXECUTIVE OFFICER DIRECTOR
FRANKLIN W. HOBBS subscription required
    DIRECTOR
KENNETH J. BACON subscription required
    DIRECTOR
KATRYN SHINEMAN BLAKE subscription required
    DIRECTOR
MAUREEN A. BREAKIRON-EVANS subscription required
    DIRECTOR
WILLIAM H. CARY subscription required
    DIRECTOR
MAYREE C. CLARK subscription required
    DIRECTOR
KIM S. FENNEBRESQUE subscription required
    DIRECTOR
MARJORIE MAGNER subscription required
    DIRECTOR
BRIAN SHARPLES subscription required
    DIRECTOR
JOHN J. STACK subscription required
    DIRECTOR
MICHAEL F. STEIB subscription required
    DIRECTOR
JENNIFER A. LACLAIR subscription required
    EXECUTIVE OFFICER
DIANE E. MORAIS subscription required
    EXECUTIVE OFFICER
SCOTT A. STENGEL subscription required
    EXECUTIVE OFFICER
DOUGLAS R. TIMMERMAN subscription required
    EXECUTIVE OFFICER

WhaleScore history for Ally Financial Inc.

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