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Summit Global Investments’s Amalgamated Financial AMAL Stock Holding History

Summit Global 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
2024
Q3 		– Sell
-14,228
Closed -$390K – 499
2024
Q2 		$390K Sell
14,228
-317
-2% -$7.74K 0.03% 387
2024
Q1 		$349K Buy
+14,545
New +$357K 0.03% 383

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Summit Global Investments's AMAL Position: Q3 2024 in Review

Summit Global Investments sold out of Amalgamated Financial (AMAL) in Q3 2024, closing a stake of 14,228 shares — an estimated $390K sold.

Summit Global Investments first reported a position in AMAL in Q1 2024 and held it in 2 quarters. The position peaked at $390K in Q2 2024. 165 funds tracked by Wall St. Rank hold AMAL as of Q3 2024.

  • Summit Global Investments reported no remaining Amalgamated Financial position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 14,228 Amalgamated Financial shares in Q3 2024, an estimated $390K.
  • Summit Global Investments first reported a position in Amalgamated Financial in Q1 2024 and held it in 2 quarters.
  • Summit Global Investments's Amalgamated Financial position peaked at $390K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.