25 LLC’s Affiliated Managers Group AMG Stock Holding History

25 LLC’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$568	–	623
2023 Q1	$568	Buy	+4	New	+$632	﹤0.01%	276

Other funds holding AMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

25 LLC's AMG Position: Q2 2023 in Review

25 LLC sold out of Affiliated Managers Group (AMG) in Q2 2023, closing a stake of 4 shares — an estimated $568 sold.

25 LLC first reported a position in AMG in Q1 2023 and held it in 1 quarter. The position peaked at $568 in Q1 2023. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

25 LLC reported no remaining Affiliated Managers Group position as of Q2 2023 after selling out during the quarter.
25 LLC sold 4 Affiliated Managers Group shares in Q2 2023, an estimated $568.
25 LLC first reported a position in Affiliated Managers Group in Q1 2023 and held it in 1 quarter.
25 LLC's Affiliated Managers Group position peaked at $568 in Q1 2023.
380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on 25 LLC's 13F filing for Q2 2023, filed 19 Jul 2023.