NYLIM
AMAL icon

New York Life Investment Management’s Amalgamated Financial AMAL Stock Holding History

New York Life Investment 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
Q2 		– Sell
-15,278
Closed -$367K – 874
2024
Q1 		$367K Sell
15,278
-4,244
-22% -$104K ﹤0.01% 1063
2023
Q4 		$526K Sell
19,522
-605
-3% -$12.4K 0.01% 808
2023
Q3 		$347K Sell
20,127
-3,171
-14% -$57.4K ﹤0.01% 1017
2023
Q2 		$375K Sell
23,298
-2,788
-11% -$44.8K ﹤0.01% 1091
2023
Q1 		$461K Buy
+26,086
New +$574K 0.01% 1126

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

New York Life Investment Management's AMAL Position: Q2 2024 in Review

New York Life Investment Management sold out of Amalgamated Financial (AMAL) in Q2 2024, closing a stake of 15,278 shares — an estimated $367K sold.

New York Life Investment Management first reported a position in AMAL in Q1 2023 and held it in 5 quarters. The position peaked at $526K in Q4 2023. 154 funds tracked by Wall St. Rank hold AMAL as of Q2 2024.

  • New York Life Investment Management reported no remaining Amalgamated Financial position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 15,278 Amalgamated Financial shares in Q2 2024, an estimated $367K.
  • New York Life Investment Management first reported a position in Amalgamated Financial in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Amalgamated Financial position peaked at $526K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.