Emerald Advisers’s Amalgamated Financial AMAL Stock Holding History

Emerald Advisers’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	-1,070	Closed	-$14K	–	335
2020 Q2	$14K	Buy	+1,070	New	+$11.3K	﹤0.01%	281
2020 Q1	–	Sell	-892	Closed	-$17K	–	216
2019 Q4	$17K	Buy	+892	New	+$16.4K	﹤0.01%	316

Other funds holding AMAL

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

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

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

Emerald Advisers's AMAL Position: Q3 2020 in Review

Emerald Advisers sold out of Amalgamated Financial (AMAL) in Q3 2020, closing a stake of 1,070 shares — an estimated $14K sold.

Emerald Advisers first reported a position in AMAL in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 86 funds tracked by Wall St. Rank hold AMAL as of Q3 2020.

Emerald Advisers reported no remaining Amalgamated Financial position as of Q3 2020 after selling out during the quarter.
Emerald Advisers sold 1,070 Amalgamated Financial shares in Q3 2020, an estimated $14K.
Emerald Advisers first reported a position in Amalgamated Financial in Q4 2019 and held it in 2 quarters.
Emerald Advisers's Amalgamated Financial position peaked at $17K in Q4 2019.
86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2020.

Based on Emerald Advisers's 13F filing for Q3 2020, filed 28 Oct 2020.