Oxford Asset Management’s Amalgamated Financial AMAL Stock Holding History

Oxford 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
2020 Q1	–	Sell	-69,042	Closed	-$1.34M	–	264
2019 Q4	$1.34M	Buy	69,042 +36,494	+112%	+$672K	0.04%	667
2019 Q3	$521K	Buy	32,548 +19,508	+150%	+$318K	0.01%	1244
2019 Q2	$228K	Buy	13,040 +2,428	+23%	+$40.6K	﹤0.01%	1523
2019 Q1	$166K	Buy	+10,612	New	+$191K	﹤0.01%	1533

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

WLRC

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

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

TAM

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

RMCM

Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return

Oxford Asset Management's AMAL Position: Q1 2020 in Review

Oxford Asset Management sold out of Amalgamated Financial (AMAL) in Q1 2020, closing a stake of 69,042 shares — an estimated $1.34M sold.

Oxford Asset Management first reported a position in AMAL in Q1 2019 and held it in 4 quarters. The position peaked at $1.34M in Q4 2019. 90 funds tracked by Wall St. Rank hold AMAL as of Q1 2020.

Oxford Asset Management reported no remaining Amalgamated Financial position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 69,042 Amalgamated Financial shares in Q1 2020, an estimated $1.34M.
Oxford Asset Management first reported a position in Amalgamated Financial in Q1 2019 and held it in 4 quarters.
Oxford Asset Management's Amalgamated Financial position peaked at $1.34M in Q4 2019.
90 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.