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Carmel Capital Partners’s Amalgamated Financial AMAL Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-752
Closed -$12.9K – 166
2023
Q3 		$12.9K Buy
+752
New +$13.6K 0.01% 416

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Dimensional Fund Advisors
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmel Capital Partners's AMAL Position: Q4 2023 in Review

Carmel Capital Partners sold out of Amalgamated Financial (AMAL) in Q4 2023, closing a stake of 752 shares — an estimated $12.9K sold.

Carmel Capital Partners first reported a position in AMAL in Q3 2023 and held it in 1 quarter. The position peaked at $12.9K in Q3 2023. 133 funds tracked by Wall St. Rank hold AMAL as of Q4 2023.

  • Carmel Capital Partners reported no remaining Amalgamated Financial position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 752 Amalgamated Financial shares in Q4 2023, an estimated $12.9K.
  • Carmel Capital Partners first reported a position in Amalgamated Financial in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Amalgamated Financial position peaked at $12.9K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.