DII
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Domini Impact Investments’s Amalgamated Financial AMAL Stock Holding History

Domini Impact Investments’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
2019
Q4 		$339K Sell
17,446
-20
-0.1% -$369 4.46% 12
2019
Q3 		$280K Buy
17,466
+139
+0.8% +$2.27K 4.34% 13
2019
Q2 		$302K Buy
+17,327
New +$290K 4.19% 11

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WLRC
W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Domini Impact Investments's AMAL Position: Q4 2019 in Review

Domini Impact Investments reduced its Amalgamated Financial (AMAL) stake by 0.11% in Q4 2019, selling an estimated $369 and leaving 17,446 shares worth $339K. The position accounts for 4.46% of the portfolio, ranked #12.

Domini Impact Investments first reported a position in AMAL in Q2 2019 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold AMAL as of Q4 2019.

  • Domini Impact Investments held 17,446 shares of Amalgamated Financial worth $339K as of Q4 2019.
  • Domini Impact Investments sold 20 Amalgamated Financial shares in Q4 2019, an estimated $369.
  • Amalgamated Financial made up 4.46% of Domini Impact Investments's portfolio in Q4 2019, its #12 holding.
  • Domini Impact Investments first reported a position in Amalgamated Financial in Q2 2019 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2019.

Based on Domini Impact Investments's 13F filing for Q4 2019, filed 14 Feb 2020.