de LPL Financial Affiliated Managers Group AMG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 4 M | Comprar |
11,816
+1,007
| +9% | +USD 312 k | ﹤0.01% | 3007 |
|
|
2026
Q1 | USD 2.99 M | Vender |
10,809
-972
| -8% | -USD 293 k | ﹤0.01% | 3131 |
|
|
2025
Q4 | USD 3.4 M | Comprar |
11,781
+5,571
| +90% | +USD 1.44 M | ﹤0.01% | 2888 |
|
|
2025
Q3 | USD 1.48 M | Comprar |
6,210
+2,769
| +80% | +USD 610 k | ﹤0.01% | 3614 |
|
|
2025
Q2 | USD 677 k | Vender |
3,441
-1,224
| -26% | -USD 212 k | ﹤0.01% | 4114 |
|
|
2025
Q1 | USD 784 k | Comprar |
4,665
+163
| +4% | +USD 28.4 k | ﹤0.01% | 3759 |
|
|
2024
Q4 | USD 833 k | Comprar |
4,502
+933
| +26% | +USD 174 k | ﹤0.01% | 3651 |
|
|
2024
Q3 | USD 635 k | Vender |
3,569
-88
| -2% | -USD 14.9 k | ﹤0.01% | 3799 |
|
|
2024
Q2 | USD 571 k | Vender |
3,657
-239
| -6% | -USD 38.1 k | ﹤0.01% | 3755 |
|
|
2024
Q1 | USD 652 k | Comprar |
3,896
+796
| +26% | +USD 124 k | ﹤0.01% | 3557 |
|
|
2023
Q4 | USD 469 k | Comprar |
3,100
+191
| +7% | +USD 25.7 k | ﹤0.01% | 3718 |
|
|
2023
Q3 | USD 379 k | Vender |
2,909
-347
| -11% | -USD 48.5 k | ﹤0.01% | 3711 |
|
|
2023
Q2 | USD 488 k | Vender |
3,256
-2,109
| -39% | -USD 302 k | ﹤0.01% | 3468 |
|
|
2023
Q1 | USD 764 k | Vender |
5,365
-1,627
| -23% | -USD 257 k | ﹤0.01% | 2973 |
|
|
2022
Q4 | USD 1.11 M | Comprar |
6,992
+281
| +4% | +USD 39.8 k | ﹤0.01% | 2569 |
|
|
2022
Q3 | USD 751 k | Comprar |
6,711
+2,714
| +68% | +USD 341 k | ﹤0.01% | 2768 |
|
|
2022
Q2 | USD 466 k | Comprar |
3,997
+2,119
| +113% | +USD 273 k | ﹤0.01% | 3272 |
|
|
2022
Q1 | USD 265 k | Vender |
1,878
-1,611
| -46% | -USD 231 k | ﹤0.01% | 3660 |
|
|
2021
Q4 | USD 574 k | Comprar |
3,489
+38
| +1% | +USD 6.37 k | ﹤0.01% | 3160 |
|
|
2021
Q3 | USD 521 k | Vender |
3,451
-1
| -0% | -USD 164 | ﹤0.01% | 3179 |
|
|
2021
Q2 | USD 532 k | Vender |
3,452
-7
| -0.2% | -USD 1.12 k | ﹤0.01% | 3101 |
|
|
2021
Q1 | USD 515 k | Vender |
3,459
-2,394
| -41% | -USD 313 k | ﹤0.01% | 2997 |
|
|
2020
Q4 | USD 595 k | Comprar |
5,853
+72
| +1% | +USD 6.22 k | ﹤0.01% | 2599 |
|
|
2020
Q3 | USD 395 k | Vender |
5,781
-283
| -5% | -USD 19.8 k | ﹤0.01% | 2674 |
|
|
2020
Q2 | USD 452 k | Vender |
6,064
-50
| -0.8% | -USD 3.38 k | ﹤0.01% | 2483 |
|
|
2020
Q1 | USD 362 k | Comprar |
6,114
+395
| +7% | +USD 29.6 k | ﹤0.01% | 2340 |
|
|
2019
Q4 | USD 485 k | Vender |
5,719
-2,243
| -28% | -USD 184 k | ﹤0.01% | 2396 |
|
|
2019
Q3 | USD 664 k | Vender |
7,962
-233
| -3% | -USD 19.5 k | ﹤0.01% | 2043 |
|
|
2019
Q2 | USD 755 k | Vender |
8,195
-370
| -4% | -USD 36.3 k | ﹤0.01% | 1939 |
|
|
2019
Q1 | USD 923 k | Comprar |
8,565
+6,181
| +259% | +USD 657 k | ﹤0.01% | 1705 |
|
|
2018
Q4 | USD 232 k | Vender |
2,384
-4,555
| -66% | -USD 514 k | ﹤0.01% | 2686 |
|
|
2018
Q3 | USD 949 k | Vender |
6,939
-316
| -4% | -USD 46.7 k | ﹤0.01% | 1708 |
|
|
2018
Q2 | USD 1.08 M | Comprar |
7,255
+664
| +10% | +USD 109 k | ﹤0.01% | 1578 |
|
|
2018
Q1 | USD 1.24 M | Vender |
6,591
-427
| -6% | -USD 83.2 k | ﹤0.01% | 1445 |
|
|
2017
Q4 | USD 1.44 M | Vender |
7,018
-618
| -8% | -USD 120 k | ﹤0.01% | 1278 |
|
|
2017
Q3 | USD 1.44 M | Comprar |
7,636
+2,984
| +64% | +USD 531 k | 0.01% | 1192 |
|
|
2017
Q2 | USD 787 k | Comprar |
4,652
+202
| +5% | +USD 32.2 k | ﹤0.01% | 1542 |
|
|
2017
Q1 | USD 725 k | Comprar |
4,450
+625
| +16% | +USD 98.9 k | ﹤0.01% | 1496 |
|
|
2016
Q4 | USD 558 k | Comprar |
3,825
+544
| +17% | +USD 79 k | ﹤0.01% | 1659 |
|
|
2016
Q3 | USD 482 k | Comprar |
3,281
+284
| +9% | +USD 40.7 k | ﹤0.01% | 1752 |
|
|
2016
Q2 | USD 397 k | Vender |
2,997
-61
| -2% | -USD 10 k | ﹤0.01% | 1861 |
|
|
2016
Q1 | USD 487 k | Comprar |
3,058
+1,410
| +86% | +USD 197 k | ﹤0.01% | 2173 |
|
|
2015
Q4 | USD 255 k | Vender |
1,648
-3,100
| -65% | -USD 533 k | ﹤0.01% | 2656 |
|
|
2015
Q3 | USD 828 k | Vender |
4,748
-1,225
| -21% | -USD 241 k | ﹤0.01% | 1388 |
|
|
2015
Q2 | USD 1.29 M | Comprar |
5,973
+1,139
| +24% | +USD 253 k | 0.01% | 1174 |
|
|
2015
Q1 | USD 1.04 M | Vender |
4,834
-1,598
| -25% | -USD 337 k | 0.01% | 1327 |
|
|
2014
Q4 | USD 1.36 M | Comprar |
6,432
+449
| +8% | +USD 89.2 k | 0.01% | 1098 |
|
|
2014
Q3 | USD 1.17 M | Comprar |
5,983
+226
| +4% | +USD 46.1 k | 0.01% | 1171 |
|
|
2014
Q2 | USD 1.18 M | Vender |
5,757
-571
| -9% | -USD 110 k | 0.01% | 1207 |
|
|
2014
Q1 | USD 1.27 M | Vender |
6,328
-616
| -9% | -USD 121 k | 0.01% | 1114 |
|
|
2013
Q4 | USD 1.51 M | Comprar |
6,944
+404
| +6% | +USD 80.6 k | 0.01% | 995 |
|
|
2013
Q3 | USD 1.24 M | Vender |
6,540
-1,137
| -15% | -USD 202 k | 0.01% | 1058 |
|
|
2013
Q2 | USD 1.26 M | Comprar |
+7,677
| Nuevas | +USD 1.21 M | 0.01% | 973 |
|
Otros fondos que tienen AMG en su cartera
Posición de LPL Financial en AMG: resumen de T2 2026
LPL Financial aumentó su participación en Affiliated Managers Group (AMG) en 9.3% durante T2 2026, al comprar aproximadamente USD 312 k y elevar la posición a 11,816 acciones con un valor de USD 4 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #3007.
LPL Financial reportó por primera vez una posición en AMG en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 567 fondos que sigue Wall St. Rank mantienen una posición en AMG.
- Al cierre de T2 2026, LPL Financial tenía 11,816 acciones de Affiliated Managers Group con un valor de USD 4 M.
- LPL Financial compró 1,007 acciones de Affiliated Managers Group en T2 2026, por un monto estimado de USD 312 k.
- Affiliated Managers Group representó ﹤0.01% de la cartera de LPL Financial en T2 2026 y fue su posición número 3007.
- LPL Financial reportó por primera vez una posición en Affiliated Managers Group en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 567 fondos que sigue Wall St. Rank tenían Affiliated Managers Group en cartera.
Según el Informe 13F de LPL Financial correspondiente a T2 2026, presentado el 7 ago 2026.