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Dorsey Wright & Associates’s Amalgamated Financial AMAL Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-986
Closed -$17.4K – 286
2023
Q1 		$17.4K Sell
986
-111
-10% -$2.44K 0.01% 260
2022
Q4 		$25.3K Buy
+1,097
New +$26.6K 0.01% 211
2022
Q2 		$36K Buy
+1,800
New +$34.7K 0.01% 210

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorsey Wright & Associates's AMAL Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of Amalgamated Financial (AMAL) in Q2 2023, closing a stake of 986 shares — an estimated $17.4K sold.

Dorsey Wright & Associates first reported a position in AMAL in Q2 2022 and held it in 3 quarters. The position peaked at $36K in Q2 2022. 116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining Amalgamated Financial position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 986 Amalgamated Financial shares in Q2 2023, an estimated $17.4K.
  • Dorsey Wright & Associates first reported a position in Amalgamated Financial in Q2 2022 and held it in 3 quarters.
  • Dorsey Wright & Associates's Amalgamated Financial position peaked at $36K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.