AB
PEI

Amalgamated Bank’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Amalgamated Bank’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-814
Closed -$11K – 1752
2020
Q1 		$11K Sell
814
-29
-3% -$1.41K ﹤0.01% 1654
2019
Q4 		$67K Buy
843
+48
+6% +$4K ﹤0.01% 1772
2019
Q3 		$68K Sell
795
-10
-1% -$848 ﹤0.01% 1685
2019
Q2 		$78K Buy
805
+81
+11% +$7.88K ﹤0.01% 1714
2019
Q1 		$68K Buy
724
+20
+3% +$1.98K ﹤0.01% 1627
2018
Q4 		$63K Buy
+704
New +$87.6K ﹤0.01% 1550
2018
Q3 		– Sell
-710
Closed -$117K – 1750
2018
Q2 		$117K Buy
+710
New +$111K ﹤0.01% 1643

Other funds holding PEI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Bank's PEI Position: Q2 2020 in Review

Amalgamated Bank sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2020, closing a stake of 814 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in PEI in Q2 2018 and held it in 7 quarters. The position peaked at $117K in Q2 2018. 124 funds tracked by Wall St. Rank hold PEI as of Q2 2020.

  • Amalgamated Bank reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2020 after selling out during the quarter.
  • Amalgamated Bank sold 814 Pennsylvania Real Estate Investment Trust shares in Q2 2020, an estimated $11K.
  • Amalgamated Bank first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 7 quarters.
  • Amalgamated Bank's Pennsylvania Real Estate Investment Trust position peaked at $117K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2020.

Based on Amalgamated Bank's 13F filing for Q2 2020, filed 10 Aug 2020.