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EA Series Trust’s Amalgamated Financial AMAL Stock Holding History

EA Series Trust’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 		$1.37M Buy
+84,846
New +$1.36M 0.05% 524

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

EA Series Trust's AMAL Position: Q2 2023 in Review

EA Series Trust opened a new position in Amalgamated Financial (AMAL) in Q2 2023: 84,846 shares worth $1.37M. The stake represents 0.05% of the portfolio and ranks #524 among its holdings.

116 funds tracked by Wall St. Rank hold AMAL as of Q2 2023.

  • EA Series Trust held 84,846 shares of Amalgamated Financial worth $1.37M as of Q2 2023.
  • Amalgamated Financial was a new EA Series Trust position in Q2 2023.
  • Amalgamated Financial made up 0.05% of EA Series Trust's portfolio in Q2 2023, its #524 holding.
  • 116 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.