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Amalgamated Bank’s UNIFI UFI Stock Holding History

Amalgamated Bank’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,460
Closed -$12K – 3123
2023
Q1 		$12K Sell
1,460
-300
-17% -$2.67K ﹤0.01% 2783
2022
Q4 		$15K Sell
1,760
-4,200
-70% -$36.1K ﹤0.01% 2813
2022
Q3 		$57K Sell
5,960
-360
-6% -$4.49K ﹤0.01% 2403
2022
Q2 		$89K Buy
6,320
+126
+2% +$1.9K ﹤0.01% 2214
2022
Q1 		$112K Buy
+6,194
New +$122K ﹤0.01% 2154

Other funds holding UFI

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amalgamated Bank's UFI Position: Q2 2023 in Review

Amalgamated Bank sold out of UNIFI (UFI) in Q2 2023, closing a stake of 1,460 shares — an estimated $12K sold.

Amalgamated Bank first reported a position in UFI in Q1 2022 and held it in 5 quarters. The position peaked at $112K in Q1 2022. 89 funds tracked by Wall St. Rank hold UFI as of Q2 2023.

  • Amalgamated Bank reported no remaining UNIFI position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 1,460 UNIFI shares in Q2 2023, an estimated $12K.
  • Amalgamated Bank first reported a position in UNIFI in Q1 2022 and held it in 5 quarters.
  • Amalgamated Bank's UNIFI position peaked at $112K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held UNIFI as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.