Amalgamated Bank’s HCI Group HCI Stock Holding History

Amalgamated Bank’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Sell	3,093 -30	-1%	-$4.91K	﹤0.01%	1329
2025 Q4	$599K	Buy	3,123 +92	+3%	+$17.3K	﹤0.01%	1257
2025 Q3	$582K	Buy	3,031 +414	+16%	+$65.6K	﹤0.01%	1254
2025 Q2	$398K	Buy	2,617 +199	+8%	+$30.6K	﹤0.01%	1355
2025 Q1	$361K	Sell	2,418 -25	-1%	-$3.17K	﹤0.01%	1363
2024 Q4	$285K	Buy	2,443 +30	+1%	+$3.42K	﹤0.01%	1480
2024 Q3	$258K	Buy	2,413 +225	+10%	+$21.3K	﹤0.01%	1511
2024 Q2	$202K	Hold	2,188	–	–	﹤0.01%	1576
2024 Q1	$254K	Sell	2,188 -471	-18%	-$46.2K	﹤0.01%	1533
2023 Q4	$232K	Sell	2,659 -64	-2%	-$4.68K	﹤0.01%	1748
2023 Q3	$148K	Sell	2,723 -313	-10%	-$17.8K	﹤0.01%	1880
2023 Q2	$188K	Sell	3,036 -22	-0.7%	-$1.21K	﹤0.01%	1835
2023 Q1	$164K	Buy	3,058 +46	+2%	+$2.31K	﹤0.01%	1878
2022 Q4	$119K	Sell	3,012 -382	-11%	-$14.1K	﹤0.01%	2068
2022 Q3	$133K	Sell	3,394 -302	-8%	-$17.3K	﹤0.01%	2013
2022 Q2	$250K	Buy	3,696 +414	+13%	+$27.3K	﹤0.01%	1781
2022 Q1	$224K	Sell	3,282 -177	-5%	-$12.1K	﹤0.01%	1895
2021 Q4	$289K	Buy	3,459 +507	+17%	+$59.2K	﹤0.01%	1841
2021 Q3	$327K	Sell	2,952 -48	-2%	-$5.01K	﹤0.01%	1806
2021 Q2	$298K	Buy	+3,000	New	+$243K	﹤0.01%	1889

Other funds holding HCI

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

American Century Companies

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

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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