Basswood Capital Management’s Amalgamated Financial AMAL Stock Holding History

Basswood Capital 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
2024 Q1	–	Sell	-1,289	Closed	-$34.7K	–	99
2023 Q4	$34.7K	Sell	1,289 -89,533	-99%	-$1.84M	﹤0.01%	100
2023 Q3	$1.56M	Hold	90,822	–	–	0.12%	89
2023 Q2	$1.46M	Sell	90,822 -435,159	-83%	-$6.99M	0.11%	90
2023 Q1	$9.3M	Sell	525,981 -63,971	-11%	-$1.41M	0.65%	51
2022 Q4	$13.6M	Sell	589,952 -143,727	-20%	-$3.48M	1%	33
2022 Q3	$16.5M	Sell	733,679 -100,603	-12%	-$2.26M	1.21%	27
2022 Q2	$16.5M	Sell	834,282 -92,020	-10%	-$1.78M	1.04%	33
2022 Q1	$16.6M	Buy	926,302 +3,335	+0.4%	+$57K	0.8%	38
2021 Q4	$15.5M	Sell	922,967 -1,119	-0.1%	-$19.5K	0.71%	41
2021 Q3	$14.6M	Buy	924,086 +146,359	+19%	+$2.24M	0.59%	46
2021 Q2	$12.2M	Buy	777,727 +200,768	+35%	+$3.25M	0.51%	49
2021 Q1	$9.57M	Buy	+576,959	New	+$9.35M	0.43%	51

Other funds holding AMAL

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Basswood Capital Management's AMAL Position: Q1 2024 in Review

Basswood Capital Management sold out of Amalgamated Financial (AMAL) in Q1 2024, closing a stake of 1,289 shares — an estimated $34.7K sold.

Basswood Capital Management first reported a position in AMAL in Q1 2021 and held it in 12 quarters. The position peaked at $16.6M in Q1 2022. 159 funds tracked by Wall St. Rank hold AMAL as of Q1 2024.

Basswood Capital Management reported no remaining Amalgamated Financial position as of Q1 2024 after selling out during the quarter.
Basswood Capital Management sold 1,289 Amalgamated Financial shares in Q1 2024, an estimated $34.7K.
Basswood Capital Management first reported a position in Amalgamated Financial in Q1 2021 and held it in 12 quarters.
Basswood Capital Management's Amalgamated Financial position peaked at $16.6M in Q1 2022.
159 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2024.

Based on Basswood Capital Management's 13F filing for Q1 2024, filed 15 May 2024.