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Curi RMB Capital’s Amalgamated Financial AMAL Stock Holding History

Curi RMB Capital’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
2020
Q1 		– Sell
-321,225
Closed -$6.25M – 653
2019
Q4 		$6.25M Sell
321,225
-203,264
-39% -$3.75M 0.17% 138
2019
Q3 		$8.4M Sell
524,489
-24,799
-5% -$405K 0.22% 118
2019
Q2 		$9.59M Sell
549,288
-25,465
-4% -$426K 0.24% 118
2019
Q1 		$8.99M Sell
574,753
-13,503
-2% -$243K 0.23% 124
2018
Q4 		$11.5M Buy
588,256
+156,337
+36% +$3.07M 0.29% 97
2018
Q3 		$8.33M Buy
+431,919
New +$7.73M 0.2% 143

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
WLRC
W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return