CAM
AMAL icon

ClariVest Asset Management’s Amalgamated Financial AMAL Stock Holding History

ClariVest Asset 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
Q3 		$1.86M Hold
67,932
– – 0.19% 150
2024
Q2 		$1.86M Buy
67,932
+1,886
+3% +$46K 0.19% 150
2024
Q1 		$1.59M Buy
66,046
+26,224
+66% +$644K 0.16% 184
2023
Q4 		$1.07M Buy
+39,822
New +$819K 0.06% 239

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

ClariVest Asset Management's AMAL Position: Q3 2024 in Review

ClariVest Asset Management held its Amalgamated Financial (AMAL) position steady in Q3 2024 at 67,932 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #150.

ClariVest Asset Management first reported a position in AMAL in Q4 2023 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold AMAL as of Q3 2024.

  • ClariVest Asset Management held 67,932 shares of Amalgamated Financial worth $1.86M as of Q3 2024.
  • ClariVest Asset Management left its Amalgamated Financial share count unchanged in Q3 2024.
  • Amalgamated Financial made up 0.19% of ClariVest Asset Management's portfolio in Q3 2024, its #150 holding.
  • ClariVest Asset Management first reported a position in Amalgamated Financial in Q4 2023 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.