Wellington Management Group
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Wellington Management Group’s Amalgamated Financial AMAL Stock Holding History

Wellington 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
2018
Q4 		– Sell
-111,790
Closed -$2.16M – 2037
2018
Q3 		$2.16M Buy
+111,790
New +$2M ﹤0.01% 1693

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PFP
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CRC
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PCM
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Wellington Management Group's AMAL Position: Q4 2018 in Review

Wellington Management Group sold out of Amalgamated Financial (AMAL) in Q4 2018, closing a stake of 111,790 shares — an estimated $2.16M sold.

Wellington Management Group first reported a position in AMAL in Q3 2018 and held it in 1 quarter. The position peaked at $2.16M in Q3 2018. 68 funds tracked by Wall St. Rank hold AMAL as of Q4 2018.

  • Wellington Management Group reported no remaining Amalgamated Financial position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 111,790 Amalgamated Financial shares in Q4 2018, an estimated $2.16M.
  • Wellington Management Group first reported a position in Amalgamated Financial in Q3 2018 and held it in 1 quarter.
  • Wellington Management Group's Amalgamated Financial position peaked at $2.16M in Q3 2018.
  • 68 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.