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Putnam Investments’s Amalgamated Financial AMAL Stock Holding History

Putnam Investments’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
Q4 		$3.46M Buy
128,346
+26,277
+26% +$541K ﹤0.01% 556
2023
Q3 		$1.76M Buy
102,069
+68,915
+208% +$1.25M ﹤0.01% 751
2023
Q2 		$533K Sell
33,154
-1,031
-3% -$16.6K ﹤0.01% 917
2023
Q1 		$605K Sell
34,185
-1,440
-4% -$31.7K ﹤0.01% 913
2022
Q4 		$821K Sell
35,625
-19
-0.1% -$460 ﹤0.01% 864
2022
Q3 		$804K Buy
+35,644
New +$800K ﹤0.01% 885

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Putnam Investments's AMAL Position: Q4 2023 in Review

Putnam Investments increased its Amalgamated Financial (AMAL) stake by 26% in Q4 2023, buying an estimated $541K and bringing the position to 128,346 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Putnam Investments first reported a position in AMAL in Q3 2022 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold AMAL as of Q4 2023.

  • Putnam Investments held 128,346 shares of Amalgamated Financial worth $3.46M as of Q4 2023.
  • Putnam Investments bought 26,277 Amalgamated Financial shares in Q4 2023, an estimated $541K.
  • Amalgamated Financial made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #556 holding.
  • Putnam Investments first reported a position in Amalgamated Financial in Q3 2022 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.