Amalgamated Bank’s Clearfield CLFD Stock Holding History

Amalgamated Bank’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-361	Closed	-$11K	–	1868
2025 Q4	$11K	Sell	361 -92	-20%	-$2.96K	﹤0.01%	2363
2025 Q3	$16K	Hold	453	–	–	﹤0.01%	2226
2025 Q2	$20K	Hold	453	–	–	﹤0.01%	2106
2025 Q1	$13K	Hold	453	–	–	﹤0.01%	2242
2024 Q4	$14K	Hold	453	–	–	﹤0.01%	2266
2024 Q3	$18K	Hold	453	–	–	﹤0.01%	2167
2024 Q2	$17K	Buy	453 +60	+15%	+$2.08K	﹤0.01%	2189
2024 Q1	$12K	Sell	393 -1,412	-78%	-$40.5K	﹤0.01%	2347
2023 Q4	$52K	Sell	1,805 -3,963	-69%	-$106K	﹤0.01%	2225
2023 Q3	$165K	Hold	5,768	–	–	﹤0.01%	1846
2023 Q2	$273K	Buy	5,768 +77	+1%	+$3.29K	﹤0.01%	1702
2023 Q1	$265K	Buy	5,691 +133	+2%	+$8.57K	﹤0.01%	1692
2022 Q4	$523K	Hold	5,558	–	–	﹤0.01%	1446
2022 Q3	$582K	Buy	5,558 +3,741	+206%	+$364K	0.01%	1360
2022 Q2	$113K	Sell	1,817 -39	-2%	-$2.29K	﹤0.01%	2118
2022 Q1	$121K	Buy	+1,856	New	+$117K	﹤0.01%	2128

Other funds holding CLFD

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

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return