Amalgamated Bank’s ChargePoint CHPT Stock Holding History

Amalgamated Bank’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-683	Closed	-$8K	–	3036
2025 Q1	$8K	Buy	683 +72	+12%	+$1.2K	﹤0.01%	2459
2024 Q4	$13K	Hold	611	–	–	﹤0.01%	2300
2024 Q3	$17K	Hold	611	–	–	﹤0.01%	2189
2024 Q2	$18K	Sell	611 -566	-48%	-$18.4K	﹤0.01%	2159
2024 Q1	$45K	Sell	1,177 -1,787	-60%	-$70.1K	﹤0.01%	1888
2023 Q4	$139K	Sell	2,964 -236	-7%	-$13.2K	﹤0.01%	1902
2023 Q3	$318K	Buy	3,200 +99	+3%	+$14.4K	﹤0.01%	1606
2023 Q2	$545K	Buy	3,101 +380	+14%	+$66.6K	﹤0.01%	1393
2023 Q1	$570K	Sell	2,721 -168	-6%	-$36.6K	﹤0.01%	1368
2022 Q4	$551K	Buy	2,889 +45	+2%	+$10.9K	﹤0.01%	1422
2022 Q3	$839K	Buy	2,844 +628	+28%	+$191K	0.01%	1179
2022 Q2	$607K	Buy	2,216 +246	+12%	+$68.2K	0.01%	1375
2022 Q1	$783K	Sell	1,970 -53	-3%	-$16.3K	0.01%	1328
2021 Q4	$771K	Buy	2,023 +852	+73%	+$378K	0.01%	1361
2021 Q3	$468K	Sell	1,171 -239	-17%	-$111K	﹤0.01%	1613
2021 Q2	$980K	Buy	+1,410	New	+$747K	0.01%	1299

Other funds holding CHPT

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

SummitTX Capital Fort Worth, Texas $3.13B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

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

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return