Hotchkis & Wiley Capital Management
AMAL icon

Hotchkis & Wiley Capital Management’s Amalgamated Financial AMAL Stock Holding History

Hotchkis & Wiley Capital 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
2022
Q4 		– Sell
-215,240
Closed -$4.85M – 493
2022
Q3 		$4.85M Buy
215,240
+16,580
+8% +$372K 0.02% 283
2022
Q2 		$3.93M Sell
198,660
-39,410
-17% -$760K 0.02% 380
2022
Q1 		$4.28M Sell
238,070
-780
-0.3% -$13.3K 0.01% 390
2021
Q4 		$4.01M Sell
238,850
-25,530
-10% -$444K 0.01% 388
2021
Q3 		$4.18M Buy
264,380
+42,080
+19% +$644K 0.01% 383
2021
Q2 		$3.48M Buy
222,300
+19,350
+10% +$313K 0.01% 398
2021
Q1 		$3.37M Buy
202,950
+5,860
+3% +$95K 0.01% 394
2020
Q4 		$2.71M Sell
197,090
-13,610
-6% -$173K 0.01% 394
2020
Q3 		$2.23M Buy
210,700
+2,280
+1% +$26.6K 0.01% 379
2020
Q2 		$2.63M Sell
208,420
-8,720
-4% -$92.4K 0.01% 336
2020
Q1 		$2.35M Buy
217,140
+32,700
+18% +$524K 0.01% 318
2019
Q4 		$3.59M Buy
184,440
+4,200
+2% +$77.4K 0.01% 353
2019
Q3 		$2.89M Buy
180,240
+3,330
+2% +$54.4K 0.01% 344
2019
Q2 		$3.09M Buy
176,910
+29,900
+20% +$501K 0.01% 308
2019
Q1 		$2.3M Buy
+147,010
New +$2.64M 0.01% 392

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management's AMAL Position: Q4 2022 in Review

Hotchkis & Wiley Capital Management sold out of Amalgamated Financial (AMAL) in Q4 2022, closing a stake of 215,240 shares — an estimated $4.85M sold.

Hotchkis & Wiley Capital Management first reported a position in AMAL in Q1 2019 and held it in 15 quarters. The position peaked at $4.85M in Q3 2022. 130 funds tracked by Wall St. Rank hold AMAL as of Q4 2022.

  • Hotchkis & Wiley Capital Management reported no remaining Amalgamated Financial position as of Q4 2022 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 215,240 Amalgamated Financial shares in Q4 2022, an estimated $4.85M.
  • Hotchkis & Wiley Capital Management first reported a position in Amalgamated Financial in Q1 2019 and held it in 15 quarters.
  • Hotchkis & Wiley Capital Management's Amalgamated Financial position peaked at $4.85M in Q3 2022.
  • 130 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2022.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.