AB
SRI icon

Amalgamated Bank’s Stoneridge SRI Stock Holding History

Amalgamated Bank’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-909
Closed -$4K – 3132
2025
Q1 		$4K Hold
909
– – ﹤0.01% 2751
2024
Q4 		$6K Hold
909
– – ﹤0.01% 2685
2024
Q3 		$10K Hold
909
– – ﹤0.01% 2475
2024
Q2 		$15K Hold
909
– – ﹤0.01% 2250
2024
Q1 		$17K Sell
909
-1,684
-65% -$29.9K ﹤0.01% 2213
2023
Q4 		$51K Sell
2,593
-270
-9% -$4.69K ﹤0.01% 2245
2023
Q3 		$57K Hold
2,863
– – ﹤0.01% 2202
2023
Q2 		$54K Sell
2,863
-1
-0% -$18 ﹤0.01% 2289
2023
Q1 		$54K Sell
2,864
-603
-17% -$12.9K ﹤0.01% 2280
2022
Q4 		$75K Hold
3,467
– – ﹤0.01% 2259
2022
Q3 		$59K Buy
3,467
+11
+0.3% +$207 ﹤0.01% 2387
2022
Q2 		$59K Buy
3,456
+130
+4% +$2.47K ﹤0.01% 2399
2022
Q1 		$69K Buy
+3,326
New +$61.2K ﹤0.01% 2324

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return