Amalgamated Bank’s LiveOne LVO Stock Holding History

Amalgamated Bank’s Portfolio LVO Stock Details LVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-235	Closed	-$2K	–	3081
2025 Q1	$2K	Hold	235	–	–	﹤0.01%	2852
2024 Q4	$3K	Hold	235	–	–	﹤0.01%	2856
2024 Q3	$2K	Hold	235	–	–	﹤0.01%	2936
2024 Q2	$4K	Buy	+235	New	+$4.15K	﹤0.01%	2861
2022 Q2	–	Sell	-1,006	Closed	-$8K	–	3133
2022 Q1	$8K	Sell	1,006 -29	-3%	-$253	﹤0.01%	2993
2021 Q4	$13K	Buy	+1,035	New	+$22.7K	﹤0.01%	2154

Other funds holding LVO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

JBFJ

James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amalgamated Bank's LVO Position: Q2 2025 in Review

Amalgamated Bank sold out of LiveOne (LVO) in Q2 2025, closing a stake of 235 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in LVO in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 62 funds tracked by Wall St. Rank hold LVO as of Q2 2025.

Amalgamated Bank reported no remaining LiveOne position as of Q2 2025 after selling out during the quarter.
Amalgamated Bank sold 235 LiveOne shares in Q2 2025, an estimated $2K.
Amalgamated Bank first reported a position in LiveOne in Q4 2021 and held it in 6 quarters.
Amalgamated Bank's LiveOne position peaked at $13K in Q4 2021.
62 funds tracked by Wall St. Rank held LiveOne as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.