Grantham, Mayo, Van Otterloo & Co (GMO)’s Amalgamated Financial AMAL Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023 Q3	–	Sell	-30,017	Closed	-$483K	–	575
2023 Q2	$483K	Hold	30,017	–	–	﹤0.01%	563
2023 Q1	$531K	Buy	30,017 +10,300	+52%	+$227K	﹤0.01%	558
2022 Q4	$454K	Sell	19,717 -1,900	-9%	-$46K	﹤0.01%	595
2022 Q3	$487K	Sell	21,617 -14,708	-40%	-$330K	﹤0.01%	575
2022 Q2	$719K	Hold	36,325	–	–	﹤0.01%	563
2022 Q1	$653K	Hold	36,325	–	–	﹤0.01%	569
2021 Q4	$609K	Hold	36,325	–	–	﹤0.01%	579
2021 Q3	$575K	Hold	36,325	–	–	﹤0.01%	582
2021 Q2	$568K	Sell	36,325 -1,200	-3%	-$19.4K	﹤0.01%	601
2021 Q1	$623K	Sell	37,525 -4,775	-11%	-$77.4K	﹤0.01%	662
2020 Q4	$581K	Sell	42,300 -31,500	-43%	-$401K	﹤0.01%	659
2020 Q3	$781K	Buy	73,800 +1,500	+2%	+$17.5K	0.01%	561
2020 Q2	$914K	Buy	72,300 +700	+1%	+$7.42K	0.01%	548
2020 Q1	$775K	Buy	71,600 +53,100	+287%	+$851K	0.01%	537
2019 Q4	$360K	Buy	+18,500	New	+$341K	﹤0.01%	618

Other funds holding AMAL

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s AMAL Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Amalgamated Financial (AMAL) in Q3 2023, closing a stake of 30,017 shares — an estimated $483K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AMAL in Q4 2019 and held it in 15 quarters. The position peaked at $914K in Q2 2020. 114 funds tracked by Wall St. Rank hold AMAL as of Q3 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Amalgamated Financial position as of Q3 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 30,017 Amalgamated Financial shares in Q3 2023, an estimated $483K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Amalgamated Financial in Q4 2019 and held it in 15 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Amalgamated Financial position peaked at $914K in Q2 2020.
114 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.