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Virtus Fund Advisers’s Amalgamated Financial AMAL Stock Holding History

Virtus Fund Advisers’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 		$40.8K Buy
1,218
+42
+4% +$1.44K 0.13% 79
2024
Q3 		$36.9K Hold
1,176
– – 0.15% 83
2024
Q2 		$32.2K Buy
1,176
+76
+7% +$1.85K 0.13% 86
2024
Q1 		$26.4K Buy
+1,100
New +$27K 0.09% 95

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

Virtus Fund Advisers's AMAL Position: Q4 2024 in Review

Virtus Fund Advisers increased its Amalgamated Financial (AMAL) stake by 3.6% in Q4 2024, buying an estimated $1.44K and bringing the position to 1,218 shares worth $40.8K. The position accounts for 0.13% of the portfolio, ranked #79.

Virtus Fund Advisers first reported a position in AMAL in Q1 2024 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

  • Virtus Fund Advisers held 1,218 shares of Amalgamated Financial worth $40.8K as of Q4 2024.
  • Virtus Fund Advisers bought 42 Amalgamated Financial shares in Q4 2024, an estimated $1.44K.
  • Amalgamated Financial made up 0.13% of Virtus Fund Advisers's portfolio in Q4 2024, its #79 holding.
  • Virtus Fund Advisers first reported a position in Amalgamated Financial in Q1 2024 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.