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Parametric Portfolio Associates’s Amalgamated Financial AMAL Stock Holding History

Parametric Portfolio Associates’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
Q1 		– Sell
-10,093
Closed -$139K – 4044
2020
Q4 		$139K Sell
10,093
-334
-3% -$4.25K ﹤0.01% 3847
2020
Q3 		$110K Sell
10,427
-27,125
-72% -$317K ﹤0.01% 3776
2020
Q2 		$475K Buy
37,552
+5,396
+17% +$57.2K ﹤0.01% 3298
2020
Q1 		$348K Buy
+32,156
New +$515K ﹤0.01% 3351

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

Parametric Portfolio Associates's AMAL Position: Q1 2021 in Review

Parametric Portfolio Associates sold out of Amalgamated Financial (AMAL) in Q1 2021, closing a stake of 10,093 shares — an estimated $139K sold.

Parametric Portfolio Associates first reported a position in AMAL in Q1 2020 and held it in 4 quarters. The position peaked at $475K in Q2 2020. 86 funds tracked by Wall St. Rank hold AMAL as of Q1 2021.

  • Parametric Portfolio Associates reported no remaining Amalgamated Financial position as of Q1 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 10,093 Amalgamated Financial shares in Q1 2021, an estimated $139K.
  • Parametric Portfolio Associates first reported a position in Amalgamated Financial in Q1 2020 and held it in 4 quarters.
  • Parametric Portfolio Associates's Amalgamated Financial position peaked at $475K in Q2 2020.
  • 86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2021.

Based on Parametric Portfolio Associates's 13F filing for Q1 2021, filed 17 May 2021.