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Foresters Investment Management’s Amalgamated Financial AMAL Stock Holding History

Foresters 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
2019
Q3 		$5.41M Buy
337,419
+3,900
+1% +$63.7K 0.11% 244
2019
Q2 		$5.82M Sell
333,519
-6,100
-2% -$102K 0.1% 255
2019
Q1 		$5.32M Buy
339,619
+10,819
+3% +$194K 0.09% 271
2018
Q4 		$6.41M Buy
328,800
+169,000
+106% +$3.32M 0.12% 240
2018
Q3 		$3.08M Buy
+159,800
New +$2.86M 0.05% 334

Other funds holding AMAL

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Foresters Investment Management's AMAL Position: Q3 2019 in Review

Foresters Investment Management increased its Amalgamated Financial (AMAL) stake by 1.2% in Q3 2019, buying an estimated $63.7K and bringing the position to 337,419 shares worth $5.41M. The position accounts for 0.11% of the portfolio, ranked #244.

Foresters Investment Management first reported a position in AMAL in Q3 2018 and has held it in 5 quarters since. The position peaked at $6.41M in Q4 2018. 81 funds tracked by Wall St. Rank hold AMAL as of Q3 2019.

  • Foresters Investment Management held 337,419 shares of Amalgamated Financial worth $5.41M as of Q3 2019.
  • Foresters Investment Management bought 3,900 Amalgamated Financial shares in Q3 2019, an estimated $63.7K.
  • Amalgamated Financial made up 0.11% of Foresters Investment Management's portfolio in Q3 2019, its #244 holding.
  • Foresters Investment Management first reported a position in Amalgamated Financial in Q3 2018 and has held it in 5 quarters since.
  • Foresters Investment Management's Amalgamated Financial position peaked at $6.41M in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.