AJOVista’s Amalgamated Financial AMAL Stock Holding History

AJOVista’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,489	Closed	-$94K	–	93
2023 Q4	$94K	Buy	+3,489	New	+$71.8K	0.12%	183

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AJOVista's AMAL Position: Q1 2024 in Review

AJOVista sold out of Amalgamated Financial (AMAL) in Q1 2024, closing a stake of 3,489 shares — an estimated $94K sold.

AJOVista first reported a position in AMAL in Q4 2023 and held it in 1 quarter. The position peaked at $94K in Q4 2023. 159 funds tracked by Wall St. Rank hold AMAL as of Q1 2024.

AJOVista reported no remaining Amalgamated Financial position as of Q1 2024 after selling out during the quarter.
AJOVista sold 3,489 Amalgamated Financial shares in Q1 2024, an estimated $94K.
AJOVista first reported a position in Amalgamated Financial in Q4 2023 and held it in 1 quarter.
AJOVista's Amalgamated Financial position peaked at $94K in Q4 2023.
159 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.