Amalgamated Financial’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Amalgamated Financial’s Portfolio CASA Stock Details CASA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$23K	Buy	+5,173	New	+$23.5K	﹤0.01%	2707

Other funds holding CASA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BSP

Benefit Street Partners New York $69.6M AUM

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amalgamated Financial's CASA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Casa Systems, Inc. Common Stock (CASA) in Q1 2022: 5,173 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings.

87 funds tracked by Wall St. Rank hold CASA as of Q1 2022.

Amalgamated Financial held 5,173 shares of Casa Systems, Inc. Common Stock worth $23K as of Q1 2022.
Casa Systems, Inc. Common Stock was a new Amalgamated Financial position in Q1 2022.
Casa Systems, Inc. Common Stock made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2707 holding.
87 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.