APG
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Abacus Planning Group’s Affiliated Managers Group AMG Stock Holding History

Abacus Planning Group’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
2024
Q2 		– Sell
-1,616
Closed -$271K – 220
2024
Q1 		$271K Buy
+1,616
New +$251K 0.05% 160

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Abacus Planning Group's AMG Position: Q2 2024 in Review

Abacus Planning Group sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 1,616 shares — an estimated $271K sold.

Abacus Planning Group first reported a position in AMG in Q1 2024 and held it in 1 quarter. The position peaked at $271K in Q1 2024. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Abacus Planning Group reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Abacus Planning Group sold 1,616 Affiliated Managers Group shares in Q2 2024, an estimated $271K.
  • Abacus Planning Group first reported a position in Affiliated Managers Group in Q1 2024 and held it in 1 quarter.
  • Abacus Planning Group's Affiliated Managers Group position peaked at $271K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Abacus Planning Group's 13F filing for Q2 2024, filed 31 Jul 2024.