Ergoteles’s Amalgamated Financial AMAL Stock Holding History

Ergoteles’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
2021 Q4	–	Sell	-11,806	Closed	-$187K	–	1217
2021 Q3	$187K	Buy	+11,806	New	+$181K	0.01%	1026

Other funds holding AMAL

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

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

BCM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Ergoteles's AMAL Position: Q4 2021 in Review

Ergoteles sold out of Amalgamated Financial (AMAL) in Q4 2021, closing a stake of 11,806 shares — an estimated $187K sold.

Ergoteles first reported a position in AMAL in Q3 2021 and held it in 1 quarter. The position peaked at $187K in Q3 2021. 87 funds tracked by Wall St. Rank hold AMAL as of Q4 2021.

Ergoteles reported no remaining Amalgamated Financial position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 11,806 Amalgamated Financial shares in Q4 2021, an estimated $187K.
Ergoteles first reported a position in Amalgamated Financial in Q3 2021 and held it in 1 quarter.
Ergoteles's Amalgamated Financial position peaked at $187K in Q3 2021.
87 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.