EAM Investors’s Amalgamated Financial AMAL Stock Holding History

EAM Investors’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 Q1	–	Sell	-37,471	Closed	-$863K	–	250
2022 Q4	$863K	Sell	37,471 -26,167	-41%	-$634K	0.18%	240
2022 Q3	$1.44M	Sell	63,638 -268	-0.4%	-$6.01K	0.31%	138
2022 Q2	$1.26M	Buy	+63,906	New	+$1.23M	0.31%	146

Other funds holding AMAL

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

EAM Investors's AMAL Position: Q1 2023 in Review

EAM Investors sold out of Amalgamated Financial (AMAL) in Q1 2023, closing a stake of 37,471 shares — an estimated $863K sold.

EAM Investors first reported a position in AMAL in Q2 2022 and held it in 3 quarters. The position peaked at $1.44M in Q3 2022. 118 funds tracked by Wall St. Rank hold AMAL as of Q1 2023.

EAM Investors reported no remaining Amalgamated Financial position as of Q1 2023 after selling out during the quarter.
EAM Investors sold 37,471 Amalgamated Financial shares in Q1 2023, an estimated $863K.
EAM Investors first reported a position in Amalgamated Financial in Q2 2022 and held it in 3 quarters.
EAM Investors's Amalgamated Financial position peaked at $1.44M in Q3 2022.
118 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2023.

Based on EAM Investors's 13F filing for Q1 2023, filed 15 May 2023.