Crewe Advisors’s Amalgamated Financial AMAL Stock Holding History

Crewe Advisors’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	-17	Closed	-$293	–	422
2023 Q3	$293	Buy	17 +7	+70%	+$127	﹤0.01%	420
2023 Q2	$161	Buy	+10	New	+$161	﹤0.01%	751

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Crewe Advisors's AMAL Position: Q4 2023 in Review

Crewe Advisors sold out of Amalgamated Financial (AMAL) in Q4 2023, closing a stake of 17 shares — an estimated $293 sold.

Crewe Advisors first reported a position in AMAL in Q2 2023 and held it in 2 quarters. The position peaked at $293 in Q3 2023. 133 funds tracked by Wall St. Rank hold AMAL as of Q4 2023.

Crewe Advisors reported no remaining Amalgamated Financial position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 17 Amalgamated Financial shares in Q4 2023, an estimated $293.
Crewe Advisors first reported a position in Amalgamated Financial in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Amalgamated Financial position peaked at $293 in Q3 2023.
133 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.