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O'Shaughnessy Asset Management’s Amalgamated Financial AMAL Stock Holding History

O'Shaughnessy Asset 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
2021
Q3 		– Sell
-113
Closed -$2K – 2707
2021
Q2 		$2K Sell
113
-131
-54% -$2.12K ﹤0.01% 2275
2021
Q1 		$4K Buy
244
+50
+26% +$810 ﹤0.01% 1948
2020
Q4 		$3K Buy
+194
New +$2.47K ﹤0.01% 1757

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

O'Shaughnessy Asset Management's AMAL Position: Q3 2021 in Review

O'Shaughnessy Asset Management sold out of Amalgamated Financial (AMAL) in Q3 2021, closing a stake of 113 shares — an estimated $2K sold.

O'Shaughnessy Asset Management first reported a position in AMAL in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 85 funds tracked by Wall St. Rank hold AMAL as of Q3 2021.

  • O'Shaughnessy Asset Management reported no remaining Amalgamated Financial position as of Q3 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 113 Amalgamated Financial shares in Q3 2021, an estimated $2K.
  • O'Shaughnessy Asset Management first reported a position in Amalgamated Financial in Q4 2020 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Amalgamated Financial position peaked at $4K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.