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ELCO Management’s Amalgamated Financial AMAL Stock Holding History

ELCO Management’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
2020
Q3 		– Sell
-15,709
Closed -$199K – 127
2020
Q2 		$199K Sell
15,709
-4,988
-24% -$52.8K 0.17% 113
2020
Q1 		$224K Sell
20,697
-2,613
-11% -$41.9K 0.23% 100
2019
Q4 		$453K Sell
23,310
-7,884
-25% -$145K 0.27% 90
2019
Q3 		$500K Sell
31,194
-210
-0.7% -$3.43K 0.3% 77
2019
Q2 		$548K Sell
31,404
-1,814
-5% -$30.4K 0.3% 84
2019
Q1 		$520K Sell
33,218
-4,264
-11% -$76.6K 0.31% 76
2018
Q4 		$731K Buy
37,482
+7,979
+27% +$157K 0.5% 62
2018
Q3 		$569K Buy
+29,503
New +$528K 0.3% 85

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WLRC
W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

ELCO Management's AMAL Position: Q3 2020 in Review

ELCO Management sold out of Amalgamated Financial (AMAL) in Q3 2020, closing a stake of 15,709 shares — an estimated $199K sold.

ELCO Management first reported a position in AMAL in Q3 2018 and held it in 8 quarters. The position peaked at $731K in Q4 2018. 86 funds tracked by Wall St. Rank hold AMAL as of Q3 2020.

  • ELCO Management reported no remaining Amalgamated Financial position as of Q3 2020 after selling out during the quarter.
  • ELCO Management sold 15,709 Amalgamated Financial shares in Q3 2020, an estimated $199K.
  • ELCO Management first reported a position in Amalgamated Financial in Q3 2018 and held it in 8 quarters.
  • ELCO Management's Amalgamated Financial position peaked at $731K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2020.

Based on ELCO Management's 13F filing for Q3 2020, filed 12 Nov 2020.