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Kennedy Capital Management’s Amalgamated Financial AMAL Stock Holding History

Kennedy 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
2024
Q4 		– Sell
-115,334
Closed -$3.62M – 673
2024
Q3 		$3.62M Hold
115,334
– – 0.08% 384
2024
Q2 		$3.16M Sell
115,334
-169
-0.1% -$4.13K 0.07% 435
2024
Q1 		$2.77M Hold
115,503
– – 0.06% 460
2023
Q4 		$3.11M Buy
+115,503
New +$2.38M 0.07% 400
2021
Q2 		– Sell
-25,077
Closed -$416K – 628
2021
Q1 		$416K Buy
25,077
+8,379
+50% +$136K 0.01% 621
2020
Q4 		$229K Buy
16,698
+6,200
+59% +$78.9K 0.01% 650
2020
Q3 		$111K Sell
10,498
-69,363
-87% -$810K ﹤0.01% 645
2020
Q2 		$1.01M Sell
79,861
-28,377
-26% -$301K 0.03% 570
2020
Q1 		$1.17M Sell
108,238
-46,076
-30% -$738K 0.04% 539
2019
Q4 		$3M Buy
+154,314
New +$2.84M 0.07% 475

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

Kennedy Capital Management's AMAL Position: Q4 2024 in Review

Kennedy Capital Management sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 115,334 shares — an estimated $3.62M sold.

Kennedy Capital Management first reported a position in AMAL in Q4 2019 and held it in 10 quarters. The position peaked at $3.62M in Q3 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

  • Kennedy Capital Management reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 115,334 Amalgamated Financial shares in Q4 2024, an estimated $3.62M.
  • Kennedy Capital Management first reported a position in Amalgamated Financial in Q4 2019 and held it in 10 quarters.
  • Kennedy Capital Management's Amalgamated Financial position peaked at $3.62M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.