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O'Shaughnessy Asset Management’s Alpha Metallurgical Resources AMR Stock Holding History

O'Shaughnessy Asset Management’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,112
Closed -$390K – 2381
2025
Q1 		$390K Sell
3,112
-4,474
-59% -$728K ﹤0.01% 1446
2024
Q4 		$1.52M Buy
7,586
+159
+2% +$35.6K 0.01% 765
2024
Q3 		$1.66M Buy
7,427
+2,337
+46% +$597K 0.01% 712
2024
Q2 		$1.43M Sell
5,090
-520
-9% -$161K 0.01% 715
2024
Q1 		$1.86M Sell
5,610
-2,063
-27% -$757K 0.02% 604
2023
Q4 		$2.6M Sell
7,673
-1,492
-16% -$393K 0.03% 458
2023
Q3 		$2.38M Sell
9,165
-1,984
-18% -$388K 0.04% 444
2023
Q2 		$1.83M Sell
11,149
-3,900
-26% -$596K 0.03% 477
2023
Q1 		$2.35M Buy
15,049
+5,305
+54% +$849K 0.04% 415
2022
Q4 		$1.43M Buy
9,744
+2,518
+35% +$397K 0.02% 503
2022
Q3 		$989K Buy
+7,226
New +$1M 0.02% 557
2019
Q3 		– Sell
-708
Closed -$37K – 963
2019
Q2 		$37K Sell
708
-2,534
-78% -$141K ﹤0.01% 744
2019
Q1 		$188K Sell
3,242
-410
-11% -$25.1K ﹤0.01% 551
2018
Q4 		$240K Buy
+3,652
New +$244K 0.01% 465

Other funds holding AMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

O'Shaughnessy Asset Management's AMR Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Alpha Metallurgical Resources (AMR) in Q2 2025, closing a stake of 3,112 shares — an estimated $390K sold.

O'Shaughnessy Asset Management first reported a position in AMR in Q4 2018 and held it in 14 quarters. The position peaked at $2.6M in Q4 2023. 238 funds tracked by Wall St. Rank hold AMR as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Alpha Metallurgical Resources position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,112 Alpha Metallurgical Resources shares in Q2 2025, an estimated $390K.
  • O'Shaughnessy Asset Management first reported a position in Alpha Metallurgical Resources in Q4 2018 and held it in 14 quarters.
  • O'Shaughnessy Asset Management's Alpha Metallurgical Resources position peaked at $2.6M in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.