AMP β€” AMERIPRISE FINL INC

Ownership history in WOLVERINE TRADING, LLC  Β·  81 quarters on record

This page tracks every 13F SEC filing in which WOLVERINE TRADING, LLC reported a position in AMERIPRISE FINL INC (AMP). 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
0.02% (2019 Q4)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2016 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
81

Position Intelligence

WOLVERINE TRADING, LLC Γ— AMP AI Analytics

πŸ“ˆ WOLVERINE TRADING, LLC outperformed the S&P 500 by +4.1% annually on this AMP position. Timing score: 46% (36/79 decisions correct). Average cost basis: $195.83. Maximum drawdown during holding period: –38.1%.

πŸ“ˆ Position Alpha vs SPY
+4.1%
annualised excess return

βœ… Outperformed SPY on this position by 4.1% ann.
80 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
36 of 79 add/trim decisions correct

πŸ’° Entry Quality
$195.83
+149.2% vs current ($488.10)

Best entry: $82.43 (2016 Q3)  Β·  Worst: $528.62 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–38.1%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
51%
buy-side decisions

41 adds Β· 39 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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)    AMP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,500 +9,500 +475.0% 0.00% $5.7M $488.10
2025 Q3 REDUCED 2,000 -6,500 -76.5% 0.00% $999K $488.10
2025 Q2 ADDED 8,500 +8,060 +1831.8% 0.00% $4.5M $528.62
2025 Q2 REDUCED 440 -1,160 -72.5% 0.00% $232K $528.62
2025 Q2 ADDED 1,600 +1,200 +300.0% 0.00% $845K $528.62
2024 Q4 REDUCED 400 -4,800 -92.3% 0.00% $212K $524.15
2024 Q4 ADDED 5,200 +3,700 +246.7% 0.00% $2.8M $524.15
2024 Q3 REDUCED 1,500 -1,500 -50.0% 0.00% $703K $461.15
2024 Q3 ADDED 3,000 +2,418 +415.5% 0.00% $1.4M $461.15
2024 Q3 REDUCED 582 -3,118 -84.3% 0.00% $273K $461.15
71 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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