ZIM
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Zacks Investment Management’s Amalgamated Financial AMAL Stock Holding History

Zacks Investment 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
2023
Q1 		– Sell
-33,070
Closed -$762K – 629
2022
Q4 		$762K Buy
33,070
+4,732
+17% +$115K 0.01% 390
2022
Q3 		$639K Sell
28,338
-436
-2% -$9.78K 0.01% 401
2022
Q2 		$569K Buy
+28,774
New +$555K 0.01% 411
2021
Q3 		– Sell
-19,210
Closed -$300K – 595
2021
Q2 		$300K Buy
+19,210
New +$311K ﹤0.01% 518

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Zacks Investment Management's AMAL Position: Q1 2023 in Review

Zacks Investment Management sold out of Amalgamated Financial (AMAL) in Q1 2023, closing a stake of 33,070 shares — an estimated $762K sold.

Zacks Investment Management first reported a position in AMAL in Q2 2021 and held it in 4 quarters. The position peaked at $762K in Q4 2022. 118 funds tracked by Wall St. Rank hold AMAL as of Q1 2023.

  • Zacks Investment Management reported no remaining Amalgamated Financial position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 33,070 Amalgamated Financial shares in Q1 2023, an estimated $762K.
  • Zacks Investment Management first reported a position in Amalgamated Financial in Q2 2021 and held it in 4 quarters.
  • Zacks Investment Management's Amalgamated Financial position peaked at $762K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.