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Essex Investment Management’s Amalgamated Financial AMAL Stock Holding History

Essex Investment 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
-21,728
Closed -$275K – 477
2020
Q2 		$275K Sell
21,728
-1,188
-5% -$12.6K 0.05% 299
2020
Q1 		$248K Buy
22,916
+263
+1% +$4.21K 0.05% 271
2019
Q4 		$441K Buy
+22,653
New +$417K 0.05% 318

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

Essex Investment Management's AMAL Position: Q3 2020 in Review

Essex Investment Management sold out of Amalgamated Financial (AMAL) in Q3 2020, closing a stake of 21,728 shares — an estimated $275K sold.

Essex Investment Management first reported a position in AMAL in Q4 2019 and held it in 3 quarters. The position peaked at $441K in Q4 2019. 86 funds tracked by Wall St. Rank hold AMAL as of Q3 2020.

  • Essex Investment Management reported no remaining Amalgamated Financial position as of Q3 2020 after selling out during the quarter.
  • Essex Investment Management sold 21,728 Amalgamated Financial shares in Q3 2020, an estimated $275K.
  • Essex Investment Management first reported a position in Amalgamated Financial in Q4 2019 and held it in 3 quarters.
  • Essex Investment Management's Amalgamated Financial position peaked at $441K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2020.

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