QS Investors’s Amalgamated Financial AMAL Stock Holding History

QS Investors’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 Q3	–	Sell	-600	Closed	-$8K	–	1191
2020 Q2	$8K	Hold	600	–	–	﹤0.01%	1556
2020 Q1	$7K	Buy	+600	New	+$9.62K	﹤0.01%	1550

Other funds holding AMAL

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

WLRC

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

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

QS Investors's AMAL Position: Q3 2020 in Review

QS Investors sold out of Amalgamated Financial (AMAL) in Q3 2020, closing a stake of 600 shares — an estimated $8K sold.

QS Investors first reported a position in AMAL in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 86 funds tracked by Wall St. Rank hold AMAL as of Q3 2020.

QS Investors reported no remaining Amalgamated Financial position as of Q3 2020 after selling out during the quarter.
QS Investors sold 600 Amalgamated Financial shares in Q3 2020, an estimated $8K.
QS Investors first reported a position in Amalgamated Financial in Q1 2020 and held it in 2 quarters.
QS Investors's Amalgamated Financial position peaked at $8K in Q2 2020.
86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.