AF
EBTC

Amalgamated Financial’s Enterprise Bancorp EBTC Stock Holding History

Amalgamated Financial’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$45K Buy
+1,121
New +$45.7K ﹤0.01% 2481

Other funds holding EBTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

Amalgamated Financial's EBTC Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Enterprise Bancorp (EBTC) in Q1 2022: 1,121 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #2481 among its holdings.

65 funds tracked by Wall St. Rank hold EBTC as of Q1 2022.

  • Amalgamated Financial held 1,121 shares of Enterprise Bancorp worth $45K as of Q1 2022.
  • Enterprise Bancorp was a new Amalgamated Financial position in Q1 2022.
  • Enterprise Bancorp made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2481 holding.
  • 65 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q1 2022.

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