AB
CISO

Amalgamated Bank’s CISO Global CISO Stock Holding History

Amalgamated Bank’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-590
Closed -$3K – 3051
2023
Q1 		$3K Buy
590
+101
+21% +$1.65K ﹤0.01% 2923
2022
Q4 		$19K Hold
489
– – ﹤0.01% 2761
2022
Q3 		$22K Buy
489
+8
+2% +$374 ﹤0.01% 2790
2022
Q2 		$26K Buy
+481
New +$37.3K ﹤0.01% 2778

Other funds holding CISO

LCM
Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Amalgamated Bank's CISO Position: Q2 2023 in Review

Amalgamated Bank sold out of CISO Global (CISO) in Q2 2023, closing a stake of 590 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in CISO in Q2 2022 and held it in 4 quarters. The position peaked at $26K in Q2 2022. 42 funds tracked by Wall St. Rank hold CISO as of Q2 2023.

  • Amalgamated Bank reported no remaining CISO Global position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 590 CISO Global shares in Q2 2023, an estimated $3K.
  • Amalgamated Bank first reported a position in CISO Global in Q2 2022 and held it in 4 quarters.
  • Amalgamated Bank's CISO Global position peaked at $26K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held CISO Global as of Q2 2023.

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