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Amalgamated Bank’s Battalion Oil BATL Stock Holding History

Amalgamated Bank’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,292
Closed -$8K – 3042
2023
Q1 		$8K Buy
1,292
+8
+0.6% +$74 ﹤0.01% 2842
2022
Q4 		$12K Hold
1,284
– – ﹤0.01% 2850
2022
Q3 		$15K Buy
1,284
+6
+0.5% +$68 ﹤0.01% 2876
2022
Q2 		$11K Buy
+1,278
New +$20.5K ﹤0.01% 2975

Other funds holding BATL

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amalgamated Bank's BATL Position: Q2 2023 in Review

Amalgamated Bank sold out of Battalion Oil (BATL) in Q2 2023, closing a stake of 1,292 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in BATL in Q2 2022 and held it in 4 quarters. The position peaked at $15K in Q3 2022. 36 funds tracked by Wall St. Rank hold BATL as of Q2 2023.

  • Amalgamated Bank reported no remaining Battalion Oil position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 1,292 Battalion Oil shares in Q2 2023, an estimated $8K.
  • Amalgamated Bank first reported a position in Battalion Oil in Q2 2022 and held it in 4 quarters.
  • Amalgamated Bank's Battalion Oil position peaked at $15K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.