ALLY β€” ALLY FINL INC

Ownership history in Ceredex Value Advisors LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Ceredex Value Advisors LLC reported a position in ALLY FINL INC (ALLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.2% (2025 Q4)
πŸ“Š Avg. % of fund
0.54%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Ceredex Value Advisors LLC Γ— ALLY AI Analytics

πŸ“ˆ Ceredex Value Advisors LLC outperformed the S&P 500 by +5.5% annually on this ALLY position. Timing score: 67% (2/3 decisions correct). Average cost basis: $40.82. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+5.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.5% per year on this position.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$40.82
+10.2% vs current ($44.97)

Best entry: $35.32 (2025 Q1)  Β·  Worst: $44.97 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Ceredex Value Advisors LLC has been actively increasing its ALLY allocation β€” a bullish signal from insiders.
Currently 1.2% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ALLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 880,900 +509,600 +137.2% 1.20% $39.9M $44.97
2025 Q3 REDUCED 371,300 -48,600 -11.6% 0.34% $14.6M $38.62
2025 Q2 ADDED 419,900 +71,450 +20.5% 0.35% $16.4M $38.07
2025 Q1 INITIATED 348,450 β€” β€” 0.28% $12.7M $35.32
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