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Azora Capital LP’s Amalgamated Financial AMAL Stock Holding History

Azora Capital LP’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
2020
Q2 		– Sell
-201,911
Closed -$2.19M – 46
2020
Q1 		$2.19M Sell
201,911
-268,988
-57% -$4.31M 0.85% 25
2019
Q4 		$9.16M Hold
470,899
– – 1.3% 28
2019
Q3 		$7.54M Hold
470,899
– – 1.67% 19
2019
Q2 		$8.22M Buy
470,899
+11,342
+2% +$190K 1.13% 28
2019
Q1 		$7.19M Buy
459,557
+64,974
+16% +$1.17M 1.18% 23
2018
Q4 		$7.69M Buy
394,583
+97,186
+33% +$1.91M 1.23% 24
2018
Q3 		$5.74M Buy
+297,397
New +$5.33M 0.73% 25

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WLRC
W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Azora Capital LP's AMAL Position: Q2 2020 in Review

Azora Capital LP sold out of Amalgamated Financial (AMAL) in Q2 2020, closing a stake of 201,911 shares — an estimated $2.19M sold.

Azora Capital LP first reported a position in AMAL in Q3 2018 and held it in 7 quarters. The position peaked at $9.16M in Q4 2019. 91 funds tracked by Wall St. Rank hold AMAL as of Q2 2020.

  • Azora Capital LP reported no remaining Amalgamated Financial position as of Q2 2020 after selling out during the quarter.
  • Azora Capital LP sold 201,911 Amalgamated Financial shares in Q2 2020, an estimated $2.19M.
  • Azora Capital LP first reported a position in Amalgamated Financial in Q3 2018 and held it in 7 quarters.
  • Azora Capital LP's Amalgamated Financial position peaked at $9.16M in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2020.

Based on Azora Capital LP's 13F filing for Q2 2020, filed 14 Aug 2020.