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Chicago Equity Partners’s Amalgamated Financial AMAL Stock Holding History

Chicago Equity 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
2019
Q4 		– Sell
-26,185
Closed -$419K – 860
2019
Q3 		$419K Buy
26,185
+12,765
+95% +$208K 0.02% 714
2019
Q2 		$234K Buy
+13,420
New +$225K 0.01% 841

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WLRC
W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Equity Partners's AMAL Position: Q4 2019 in Review

Chicago Equity Partners sold out of Amalgamated Financial (AMAL) in Q4 2019, closing a stake of 26,185 shares — an estimated $419K sold.

Chicago Equity Partners first reported a position in AMAL in Q2 2019 and held it in 2 quarters. The position peaked at $419K in Q3 2019. 93 funds tracked by Wall St. Rank hold AMAL as of Q4 2019.

  • Chicago Equity Partners reported no remaining Amalgamated Financial position as of Q4 2019 after selling out during the quarter.
  • Chicago Equity Partners sold 26,185 Amalgamated Financial shares in Q4 2019, an estimated $419K.
  • Chicago Equity Partners first reported a position in Amalgamated Financial in Q2 2019 and held it in 2 quarters.
  • Chicago Equity Partners's Amalgamated Financial position peaked at $419K in Q3 2019.
  • 93 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2019.

Based on Chicago Equity Partners's 13F filing for Q4 2019, filed 10 Feb 2020.