Deerfield Management’s Amalgamated Financial AMAL Stock Holding History

Deerfield 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 Q4	–	Sell	-24,294	Closed	-$762K	–	128
2024 Q3	$762K	Sell	24,294 -20,203	-45%	-$613K	0.01%	202
2024 Q2	$1.22M	Buy	+44,497	New	+$1.09M	0.02%	111

Other funds holding AMAL

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Deerfield Management's AMAL Position: Q4 2024 in Review

Deerfield Management sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 24,294 shares — an estimated $762K sold.

Deerfield Management first reported a position in AMAL in Q2 2024 and held it in 2 quarters. The position peaked at $1.22M in Q2 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

Deerfield Management reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
Deerfield Management sold 24,294 Amalgamated Financial shares in Q4 2024, an estimated $762K.
Deerfield Management first reported a position in Amalgamated Financial in Q2 2024 and held it in 2 quarters.
Deerfield Management's Amalgamated Financial position peaked at $1.22M in Q2 2024.
195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

Based on Deerfield Management's 13F filing for Q4 2024, filed 14 Feb 2025.