Psagot Value Holdings’s Amalgamated Financial AMAL Stock Holding History

Psagot Value Holdings’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
2023 Q3	–	Sell	-504	Closed	-$8K	–	507
2023 Q2	$8K	Buy	504 +335	+198%	+$5.38K	﹤0.01%	327
2023 Q1	$3K	Buy	+169	New	+$3.72K	﹤0.01%	365

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Psagot Value Holdings's AMAL Position: Q3 2023 in Review

Psagot Value Holdings sold out of Amalgamated Financial (AMAL) in Q3 2023, closing a stake of 504 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in AMAL in Q1 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 114 funds tracked by Wall St. Rank hold AMAL as of Q3 2023.

Psagot Value Holdings reported no remaining Amalgamated Financial position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 504 Amalgamated Financial shares in Q3 2023, an estimated $8K.
Psagot Value Holdings first reported a position in Amalgamated Financial in Q1 2023 and held it in 2 quarters.
Psagot Value Holdings's Amalgamated Financial position peaked at $8K in Q2 2023.
114 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.