Schroder Investment Management Group’s Amalgamated Financial AMAL Stock Holding History

Schroder Investment Management Group’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
2024 Q1	–	Sell	-223,130	Closed	-$6.01M	–	1201
2023 Q4	$6.01M	Sell	223,130 -93,977	-30%	-$1.93M	0.01%	730
2023 Q3	$5.46M	Buy	317,107 +66,420	+26%	+$1.2M	0.01%	734
2023 Q2	$4.03M	Buy	250,687 +46,291	+23%	+$743K	0.01%	825
2023 Q1	$3.62M	Sell	204,396 -130,067	-39%	-$2.86M	0.01%	845
2022 Q4	$7.71M	Sell	334,463 -57,209	-15%	-$1.39M	0.01%	683
2022 Q3	$8.83M	Buy	+391,672	New	+$8.79M	0.01%	643
2022 Q1	–	Sell	-2,095	Closed	-$35K	–	1351
2021 Q4	$35K	Buy	+2,095	New	+$36.5K	﹤0.01%	1331

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schroder Investment Management Group's AMAL Position: Q1 2024 in Review

Schroder Investment Management Group sold out of Amalgamated Financial (AMAL) in Q1 2024, closing a stake of 223,130 shares — an estimated $6.01M sold.

Schroder Investment Management Group first reported a position in AMAL in Q4 2021 and held it in 7 quarters. The position peaked at $8.83M in Q3 2022. 159 funds tracked by Wall St. Rank hold AMAL as of Q1 2024.

Schroder Investment Management Group reported no remaining Amalgamated Financial position as of Q1 2024 after selling out during the quarter.
Schroder Investment Management Group sold 223,130 Amalgamated Financial shares in Q1 2024, an estimated $6.01M.
Schroder Investment Management Group first reported a position in Amalgamated Financial in Q4 2021 and held it in 7 quarters.
Schroder Investment Management Group's Amalgamated Financial position peaked at $8.83M in Q3 2022.
159 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.