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Artemis Investment Management’s Amalgamated Financial AMAL Stock Holding History

Artemis Investment Management’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,162
Closed -$427K – 208
2023
Q1 		$427K Buy
+24,162
New +$532K 0.01% 206

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Investment Management's AMAL Position: Q2 2023 in Review

Artemis Investment Management sold out of Amalgamated Financial (AMAL) in Q2 2023, closing a stake of 24,162 shares — an estimated $427K sold.

Artemis Investment Management first reported a position in AMAL in Q1 2023 and held it in 1 quarter. The position peaked at $427K in Q1 2023. 116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

  • Artemis Investment Management reported no remaining Amalgamated Financial position as of Q2 2023 after selling out during the quarter.
  • Artemis Investment Management sold 24,162 Amalgamated Financial shares in Q2 2023, an estimated $427K.
  • Artemis Investment Management first reported a position in Amalgamated Financial in Q1 2023 and held it in 1 quarter.
  • Artemis Investment Management's Amalgamated Financial position peaked at $427K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

Based on Artemis Investment Management's 13F filing for Q2 2023, filed 19 Jul 2023.