Cramer Rosenthal McGlynn’s Amalgamated Financial AMAL Stock Holding History

Cramer Rosenthal McGlynn’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 Q2	–	Sell	-137,408	Closed	-$2.43M	–	102
2023 Q1	$2.43M	Sell	137,408 -41,309	-23%	-$909K	0.11%	99
2022 Q4	$4.12M	Sell	178,717 -1,956	-1%	-$47.4K	0.18%	92
2022 Q3	$4.07M	Sell	180,673 -8,390	-4%	-$188K	0.2%	90
2022 Q2	$3.74M	Sell	189,063 -272,043	-59%	-$5.25M	0.17%	92
2022 Q1	$8.29M	Sell	461,106 -79,856	-15%	-$1.36M	0.32%	78
2021 Q4	$9.07M	Sell	540,962 -9,978	-2%	-$174K	0.29%	82
2021 Q3	$8.72M	Buy	550,940 +12,881	+2%	+$197K	0.3%	84
2021 Q2	$8.41M	Buy	538,059 +10,000	+2%	+$162K	0.27%	84
2021 Q1	$8.76M	Sell	528,059 -500,417	-49%	-$8.11M	0.29%	82
2020 Q4	$14.1M	Sell	1,028,476 -69,605	-6%	-$885K	0.44%	71
2020 Q3	$11.6M	Buy	1,098,081 +17,310	+2%	+$202K	0.47%	71
2020 Q2	$13.7M	Buy	1,080,771 +79,122	+8%	+$838K	0.55%	62
2020 Q1	$10.8M	Buy	1,001,649 +113,934	+13%	+$1.83M	0.51%	73
2019 Q4	$17.3M	Buy	887,715 +37,815	+4%	+$697K	0.49%	79
2019 Q3	$13.6M	Sell	849,900 -7,840	-0.9%	-$128K	0.39%	89
2019 Q2	$15M	Sell	857,740 -20,500	-2%	-$343K	0.41%	88
2019 Q1	$13.7M	Buy	878,240 +8,045	+0.9%	+$145K	0.33%	96
2018 Q4	$17M	Buy	870,195 +288,805	+50%	+$5.67M	0.43%	85
2018 Q3	$11.2M	Buy	+581,390	New	+$10.4M	0.21%	112

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cramer Rosenthal McGlynn's AMAL Position: Q2 2023 in Review

Cramer Rosenthal McGlynn sold out of Amalgamated Financial (AMAL) in Q2 2023, closing a stake of 137,408 shares — an estimated $2.43M sold.

Cramer Rosenthal McGlynn first reported a position in AMAL in Q3 2018 and held it in 19 quarters. The position peaked at $17.3M in Q4 2019. 116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

Cramer Rosenthal McGlynn reported no remaining Amalgamated Financial position as of Q2 2023 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 137,408 Amalgamated Financial shares in Q2 2023, an estimated $2.43M.
Cramer Rosenthal McGlynn first reported a position in Amalgamated Financial in Q3 2018 and held it in 19 quarters.
Cramer Rosenthal McGlynn's Amalgamated Financial position peaked at $17.3M in Q4 2019.
116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

Based on Cramer Rosenthal McGlynn's 13F filing for Q2 2023, filed 14 Aug 2023.