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Denali Advisors’s Amalgamated Financial AMAL Stock Holding History

Denali 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
2024
Q2 		– Sell
-30,000
Closed -$720K – 189
2024
Q1 		$720K Buy
30,000
+14,300
+91% +$351K 0.21% 107
2023
Q4 		$423K Buy
+15,700
New +$323K 0.13% 164
2023
Q1 		– Sell
-7,200
Closed -$166K – 437
2022
Q4 		$166K Sell
7,200
-800
-10% -$19.4K 0.07% 148
2022
Q3 		$180K Hold
8,000
– – 0.09% 141
2022
Q2 		$158K Buy
8,000
+1,500
+23% +$28.9K 0.07% 155
2022
Q1 		$117K Hold
6,500
– – 0.05% 184
2021
Q4 		$109K Buy
+6,500
New +$113K 0.04% 185
2021
Q3 		– Sell
-15,100
Closed -$241K – 280
2021
Q2 		$241K Buy
+15,100
New +$245K 0.09% 135

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Denali Advisors's AMAL Position: Q2 2024 in Review

Denali Advisors sold out of Amalgamated Financial (AMAL) in Q2 2024, closing a stake of 30,000 shares — an estimated $720K sold.

Denali Advisors first reported a position in AMAL in Q2 2021 and held it in 8 quarters. The position peaked at $720K in Q1 2024. 154 funds tracked by Wall St. Rank hold AMAL as of Q2 2024.

  • Denali Advisors reported no remaining Amalgamated Financial position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 30,000 Amalgamated Financial shares in Q2 2024, an estimated $720K.
  • Denali Advisors first reported a position in Amalgamated Financial in Q2 2021 and held it in 8 quarters.
  • Denali Advisors's Amalgamated Financial position peaked at $720K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.