Ziegler Capital Management’s Amalgamated Financial AMAL Stock Holding History

Ziegler Capital 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
2024 Q1	$85.6K	Buy	35,680 +2,384	+7%	+$58.6K	﹤0.01%	392
2023 Q4	$897K	Sell	33,296 -1,977	-6%	-$40.7K	0.04%	292
2023 Q3	$607K	Buy	35,273 +5,489	+18%	+$99.3K	0.02%	319
2023 Q2	$479K	Sell	29,784 -1,573	-5%	-$25.3K	0.02%	352
2023 Q1	$555K	Buy	31,357 +305	+1%	+$6.71K	0.02%	343
2022 Q4	$715K	Buy	+31,052	New	+$752K	0.03%	323

Other funds holding AMAL

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ziegler Capital Management's AMAL Position: Q1 2024 in Review

Ziegler Capital Management increased its Amalgamated Financial (AMAL) stake by 7.2% in Q1 2024, buying an estimated $58.6K and bringing the position to 35,680 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Ziegler Capital Management first reported a position in AMAL in Q4 2022 and has held it in 6 quarters since. The position peaked at $897K in Q4 2023. 159 funds tracked by Wall St. Rank hold AMAL as of Q1 2024.

Ziegler Capital Management held 35,680 shares of Amalgamated Financial worth $85.6K as of Q1 2024.
Ziegler Capital Management bought 2,384 Amalgamated Financial shares in Q1 2024, an estimated $58.6K.
Amalgamated Financial made up ﹤0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #392 holding.
Ziegler Capital Management first reported a position in Amalgamated Financial in Q4 2022 and has held it in 6 quarters since.
Ziegler Capital Management's Amalgamated Financial position peaked at $897K in Q4 2023.
159 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.