Amalgamated Bank’s Stem STEM Stock Holding History

Amalgamated Bank’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-263	Closed	-$2K	–	3135
2025 Q1	$2K	Hold	263	–	–	﹤0.01%	2870
2024 Q4	$3K	Hold	263	–	–	﹤0.01%	2876
2024 Q3	$2K	Hold	263	–	–	﹤0.01%	2945
2024 Q2	$6K	Hold	263	–	–	﹤0.01%	2724
2024 Q1	$11K	Sell	263 -381	-59%	-$21.2K	﹤0.01%	2406
2023 Q4	$50K	Sell	644 -78	-11%	-$5.38K	﹤0.01%	2252
2023 Q3	$61K	Hold	722	–	–	﹤0.01%	2169
2023 Q2	$83K	Sell	722 -285	-28%	-$28.3K	﹤0.01%	2131
2023 Q1	$114K	Sell	1,007 -137	-12%	-$23.2K	﹤0.01%	2003
2022 Q4	$204K	Hold	1,144	–	–	﹤0.01%	1857
2022 Q3	$305K	Buy	1,144 +18	+2%	+$4.6K	﹤0.01%	1663
2022 Q2	$161K	Buy	1,126 +196	+21%	+$32.6K	﹤0.01%	1970
2022 Q1	$205K	Sell	930 -74	-7%	-$17.2K	﹤0.01%	1929
2021 Q4	$381K	Buy	1,004 +566	+129%	+$245K	﹤0.01%	1709
2021 Q3	$209K	Sell	438 -153	-26%	-$80.5K	﹤0.01%	1980
2021 Q2	$426K	Buy	+591	New	+$322K	﹤0.01%	1717

Other funds holding STEM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Amalgamated Bank's STEM Position: Q2 2025 in Review

Amalgamated Bank sold out of Stem (STEM) in Q2 2025, closing a stake of 263 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in STEM in Q2 2021 and held it in 16 quarters. The position peaked at $426K in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

Amalgamated Bank reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
Amalgamated Bank sold 263 Stem shares in Q2 2025, an estimated $2K.
Amalgamated Bank first reported a position in Stem in Q2 2021 and held it in 16 quarters.
Amalgamated Bank's Stem position peaked at $426K in Q2 2021.
81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

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