Trillium Asset Management’s Amalgamated Financial AMAL Stock Holding History

Trillium Asset Management’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
2022 Q2	–	Sell	-293,182	Closed	-$5.27M	–	229
2022 Q1	$5.27M	Hold	293,182	–	–	0.14%	125
2021 Q4	$4.92M	Hold	293,182	–	–	0.12%	137
2021 Q3	$4.64M	Hold	293,182	–	–	0.12%	131
2021 Q2	$4.58M	Hold	293,182	–	–	0.13%	127
2021 Q1	$4.86M	Hold	293,182	–	–	0.15%	119
2020 Q4	$4.03M	Buy	293,182 +1,918	+0.7%	+$24.4K	0.14%	116
2020 Q3	$3.08M	Buy	291,264 +3,104	+1%	+$36.3K	0.13%	114
2020 Q2	$3.64M	Hold	288,160	–	–	0.16%	112
2020 Q1	$3.12M	Hold	288,160	–	–	0.16%	120
2019 Q4	$5.61M	Hold	288,160	–	–	0.25%	113
2019 Q3	$4.62M	Hold	288,160	–	–	0.22%	119
2019 Q2	$5.03M	Hold	288,160	–	–	0.24%	114
2019 Q1	$4.51M	Hold	288,160	–	–	0.23%	115
2018 Q4	$5.34M	Hold	288,160	–	–	0.31%	103
2018 Q3	$4.6M	Buy	+288,160	New	+$5.16M	0.23%	118

Other funds holding AMAL

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trillium Asset Management's AMAL Position: Q2 2022 in Review

Trillium Asset Management sold out of Amalgamated Financial (AMAL) in Q2 2022, closing a stake of 293,182 shares — an estimated $5.27M sold.

Trillium Asset Management first reported a position in AMAL in Q3 2018 and held it in 15 quarters. The position peaked at $5.61M in Q4 2019. 107 funds tracked by Wall St. Rank hold AMAL as of Q2 2022.

Trillium Asset Management reported no remaining Amalgamated Financial position as of Q2 2022 after selling out during the quarter.
Trillium Asset Management sold 293,182 Amalgamated Financial shares in Q2 2022, an estimated $5.27M.
Trillium Asset Management first reported a position in Amalgamated Financial in Q3 2018 and held it in 15 quarters.
Trillium Asset Management's Amalgamated Financial position peaked at $5.61M in Q4 2019.
107 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2022.

Based on Trillium Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.