Marshall Wace’s Amalgamated Financial AMAL Stock Holding History

Marshall Wace’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	-64,910	Closed	-$1.46M	–	2903
2022 Q3	$1.46M	Buy	+64,910	New	+$1.46M	﹤0.01%	2218
2022 Q1	–	Sell	-2,827	Closed	-$48K	–	3303
2021 Q4	$48K	Sell	2,827 -16,577	-85%	-$289K	﹤0.01%	3561
2021 Q3	$307K	Buy	+19,404	New	+$297K	﹤0.01%	2636
2020 Q2	–	Sell	-24,673	Closed	-$267K	–	1512
2020 Q1	$267K	Sell	24,673 -72,997	-75%	-$1.17M	﹤0.01%	1119
2019 Q4	$1.9M	Buy	97,670 +94,346	+2,838%	+$1.74M	0.01%	827
2019 Q3	$53K	Buy	+3,324	New	+$54.3K	﹤0.01%	1483
2019 Q2	–	Sell	-8,628	Closed	-$135K	–	1315
2019 Q1	$135K	Buy	+8,628	New	+$155K	﹤0.01%	1394

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Marshall Wace's AMAL Position: Q4 2022 in Review

Marshall Wace sold out of Amalgamated Financial (AMAL) in Q4 2022, closing a stake of 64,910 shares — an estimated $1.46M sold.

Marshall Wace first reported a position in AMAL in Q1 2019 and held it in 7 quarters. The position peaked at $1.9M in Q4 2019. 130 funds tracked by Wall St. Rank hold AMAL as of Q4 2022.

Marshall Wace reported no remaining Amalgamated Financial position as of Q4 2022 after selling out during the quarter.
Marshall Wace sold 64,910 Amalgamated Financial shares in Q4 2022, an estimated $1.46M.
Marshall Wace first reported a position in Amalgamated Financial in Q1 2019 and held it in 7 quarters.
Marshall Wace's Amalgamated Financial position peaked at $1.9M in Q4 2019.
130 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2022.

Based on Marshall Wace's 13F filing for Q4 2022, filed 14 Feb 2023.