AB
VWE

Amalgamated Bank’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Amalgamated Bank’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,603
Closed -$4K – 3155
2023
Q1 		$4K Sell
3,603
-636
-15% -$1.31K ﹤0.01% 2918
2022
Q4 		$14K Hold
4,239
– – ﹤0.01% 2830
2022
Q3 		$12K Buy
4,239
+5
+0.1% +$30 ﹤0.01% 2921
2022
Q2 		$33K Buy
+4,234
New +$39K ﹤0.01% 2674

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 VWE Position: Q2 2023 in Review

Amalgamated Bank sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q2 2023, closing a stake of 3,603 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in VWE in Q2 2022 and held it in 4 quarters. The position peaked at $33K in Q2 2022. 65 funds tracked by Wall St. Rank hold VWE as of Q2 2023.

  • Amalgamated Bank reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 3,603 Vintage Wine Estates, Inc. Common Stock shares in Q2 2023, an estimated $4K.
  • Amalgamated Bank first reported a position in Vintage Wine Estates, Inc. Common Stock in Q2 2022 and held it in 4 quarters.
  • Amalgamated Bank's Vintage Wine Estates, Inc. Common Stock position peaked at $33K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q2 2023.

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