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Thomas H. O'Brien

@Amalgamated Bank

Latest period2024 - Q3ReportedManaged Assets$12.14BTotal holdings3000
Assets growth rate3.4%Assets growth rate (2-Q avg)1.91%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Amalgamated Bank's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3000 positions.

Assets under management

The assets under management (AUM) of Amalgamated Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.14B in assets, with a quarterly growth rate of 3.4% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by Thomas H. O'Brien, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Plc Ord Shs Com
Recent Activity
New Position
0.06%
$6.605M
43,745 shares@ $150.99 avg price
SWSmurfit Westrock Plc Shs Com
Recent Activity
New Position
0.04%
$4.854M
98,218 shares@ $49.43 avg price
FERGFerguson Plc New Common Stock New Com
Recent Activity
New Position
0.04%
$3.849M
19,382 shares@ $198.59 avg price
FLGNew York Cmnty Bancorp Inc Com New
Recent Activity
New Position
0.02%
$1.514M
134,808 shares@ $11.24 avg price
FUNSix Flags Entertainment Corp. Com
Recent Activity
New Position
0.01%
$1.102M
27,339 shares@ $40.31 avg price
SITCSite Ctrs Corp Com
Recent Activity
New Position
0.01%
$838,000
13,857 shares@ $60.48 avg price
AMTMAmentum Holdings Inc Com
Recent Activity
New Position
0.01%
$824,000
25,557 shares@ $32.25 avg price
SIRISiriusxm Holdings Inc Common Stock
Recent Activity
New Position
0.01%
$309,000
13,055 shares@ $23.67 avg price
LINELineage Inc Com
Recent Activity
New Position
0.01%
$255,000
3,251 shares@ $78.44 avg price
INVXInnovex International Inc Com
Recent Activity
New Position
0.01%
$150,000
10,223 shares@ $14.68 avg price