KeyBank National Association’s Amalgamated Financial AMAL Stock Holding History

KeyBank National Association’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
2020 Q2	–	Sell	-13,420	Closed	-$145K	–	946
2020 Q1	$145K	Hold	13,420	–	–	﹤0.01%	880
2019 Q4	$261K	Hold	13,420	–	–	﹤0.01%	897
2019 Q3	$215K	Hold	13,420	–	–	﹤0.01%	928
2019 Q2	$234K	Hold	13,420	–	–	﹤0.01%	925
2019 Q1	$210K	Hold	13,420	–	–	﹤0.01%	898
2018 Q4	$262K	Hold	13,420	–	–	﹤0.01%	819
2018 Q3	$259K	Buy	+13,420	New	+$240K	﹤0.01%	940

Other funds holding AMAL

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

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

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

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

WLRC

W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

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

KeyBank National Association's AMAL Position: Q2 2020 in Review

KeyBank National Association sold out of Amalgamated Financial (AMAL) in Q2 2020, closing a stake of 13,420 shares — an estimated $145K sold.

KeyBank National Association first reported a position in AMAL in Q3 2018 and held it in 7 quarters. The position peaked at $262K in Q4 2018. 91 funds tracked by Wall St. Rank hold AMAL as of Q2 2020.

KeyBank National Association reported no remaining Amalgamated Financial position as of Q2 2020 after selling out during the quarter.
KeyBank National Association sold 13,420 Amalgamated Financial shares in Q2 2020, an estimated $145K.
KeyBank National Association first reported a position in Amalgamated Financial in Q3 2018 and held it in 7 quarters.
KeyBank National Association's Amalgamated Financial position peaked at $262K in Q4 2018.
91 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2020.

Based on KeyBank National Association's 13F filing for Q2 2020, filed 10 Aug 2020.