GJIA
AMAL icon

Glass Jacobson Investment Advisors’s Amalgamated Financial AMAL Stock Holding History

Glass Jacobson Investment Advisors’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
2024
Q4 		– Sell
-400
Closed -$12.5K – 842
2024
Q3 		$12.5K Hold
400
– – ﹤0.01% 544
2024
Q2 		$11K Buy
+400
New +$9.76K ﹤0.01% 540

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Glass Jacobson Investment Advisors's AMAL Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 400 shares — an estimated $12.5K sold.

Glass Jacobson Investment Advisors first reported a position in AMAL in Q2 2024 and held it in 2 quarters. The position peaked at $12.5K in Q3 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 400 Amalgamated Financial shares in Q4 2024, an estimated $12.5K.
  • Glass Jacobson Investment Advisors first reported a position in Amalgamated Financial in Q2 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Amalgamated Financial position peaked at $12.5K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.