Patriot Financial Partners’s Amalgamated Financial AMAL Stock Holding History

Patriot Financial Partners’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 Q2	–	Sell	-604,138	Closed	-$10M	–	16
2021 Q1	$10M	Sell	604,138 -230,799	-28%	-$3.74M	3.28%	14
2020 Q4	$11.5M	Hold	834,937	–	–	4.92%	10
2020 Q3	$8.83M	Hold	834,937	–	–	4.91%	9
2020 Q2	$10.6M	Hold	834,937	–	–	5.46%	7
2020 Q1	$9.03M	Buy	834,937 +240,000	+40%	+$3.85M	5.35%	9
2019 Q4	$11.6M	Hold	594,937	–	–	4.16%	9
2019 Q3	$9.53M	Hold	594,937	–	–	3.35%	11
2019 Q2	$10.4M	Hold	594,937	–	–	4.1%	9
2019 Q1	$9.31M	Hold	594,937	–	–	4.17%	10
2018 Q4	$11.6M	Buy	594,937 +194,937	+49%	+$3.83M	7.07%	7
2018 Q3	$7.72M	Buy	+400,000	New	+$7.16M	3.99%	7

Other funds holding AMAL

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Patriot Financial Partners's AMAL Position: Q2 2021 in Review

Patriot Financial Partners sold out of Amalgamated Financial (AMAL) in Q2 2021, closing a stake of 604,138 shares — an estimated $10M sold.

Patriot Financial Partners first reported a position in AMAL in Q3 2018 and held it in 11 quarters. The position peaked at $11.6M in Q4 2018. 90 funds tracked by Wall St. Rank hold AMAL as of Q2 2021.

Patriot Financial Partners reported no remaining Amalgamated Financial position as of Q2 2021 after selling out during the quarter.
Patriot Financial Partners sold 604,138 Amalgamated Financial shares in Q2 2021, an estimated $10M.
Patriot Financial Partners first reported a position in Amalgamated Financial in Q3 2018 and held it in 11 quarters.
Patriot Financial Partners's Amalgamated Financial position peaked at $11.6M in Q4 2018.
90 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2021.

Based on Patriot Financial Partners's 13F filing for Q2 2021, filed 12 Aug 2021.