SPS
AMAL icon

Susquehanna Portfolio Strategies’s Amalgamated Financial AMAL Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-16,156
Closed -$507K – 35
2024
Q3 		$507K Hold
16,156
– – 0.03% 244
2024
Q2 		$443K Hold
16,156
– – 0.02% 376
2024
Q1 		$388K Hold
16,156
– – 0.01% 629
2023
Q4 		$435K Buy
+16,156
New +$332K 0.01% 799

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Susquehanna Portfolio Strategies's AMAL Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 16,156 shares — an estimated $507K sold.

Susquehanna Portfolio Strategies first reported a position in AMAL in Q4 2023 and held it in 4 quarters. The position peaked at $507K in Q3 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 16,156 Amalgamated Financial shares in Q4 2024, an estimated $507K.
  • Susquehanna Portfolio Strategies first reported a position in Amalgamated Financial in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Amalgamated Financial position peaked at $507K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.