CS
AMAL icon

Credit Suisse’s Amalgamated Financial AMAL Stock Holding History

Credit Suisse’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 		$517K Buy
21,527
+457
+2% +$11.2K ﹤0.01% 2628
2023
Q4 		$568K Buy
21,070
+1,644
+8% +$33.8K ﹤0.01% 2668
2023
Q3 		$335K Sell
19,426
-799
-4% -$14.5K ﹤0.01% 2892
2023
Q2 		$325K Buy
20,225
+703
+4% +$11.3K ﹤0.01% 2978
2023
Q1 		$345K Buy
19,522
+1,626
+9% +$35.8K ﹤0.01% 2937
2022
Q4 		$412K Buy
17,896
+6,554
+58% +$159K ﹤0.01% 2896
2022
Q3 		$257K Buy
11,342
+421
+4% +$9.44K ﹤0.01% 3144
2022
Q2 		$216K Buy
+10,921
New +$211K ﹤0.01% 3302
2021
Q1 		– Sell
-12,644
Closed -$173K – 4276
2020
Q4 		$173K Buy
+12,644
New +$161K ﹤0.01% 4115
2019
Q4 		– Sell
-17,511
Closed -$280K – 4141
2019
Q3 		$280K Buy
17,511
+738
+4% +$12K ﹤0.01% 3730
2019
Q2 		$293K Buy
16,773
+1,040
+7% +$17.4K ﹤0.01% 3687
2019
Q1 		$247K Sell
15,733
-6,460
-29% -$116K ﹤0.01% 3689
2018
Q4 		$433K Buy
22,193
+8,868
+67% +$174K ﹤0.01% 3333
2018
Q3 		$257K Buy
+13,325
New +$239K ﹤0.01% 3581

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Credit Suisse's AMAL Position: Q1 2024 in Review

Credit Suisse increased its Amalgamated Financial (AMAL) stake by 2.2% in Q1 2024, buying an estimated $11.2K and bringing the position to 21,527 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Credit Suisse first reported a position in AMAL in Q3 2018 and has held it in 14 quarters since. The position peaked at $568K in Q4 2023. 159 funds tracked by Wall St. Rank hold AMAL as of Q1 2024.

  • Credit Suisse held 21,527 shares of Amalgamated Financial worth $517K as of Q1 2024.
  • Credit Suisse bought 457 Amalgamated Financial shares in Q1 2024, an estimated $11.2K.
  • Amalgamated Financial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2628 holding.
  • Credit Suisse first reported a position in Amalgamated Financial in Q3 2018 and has held it in 14 quarters since.
  • Credit Suisse's Amalgamated Financial position peaked at $568K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.