AGF Management’s Affiliated Managers Group AMG Stock Holding History

AGF Management’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	-2,183	Closed	-$366K	–	678
2024 Q1	$366K	Buy	+2,183	New	+$339K	﹤0.01%	662

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

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

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

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

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, 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

AGF Management's AMG Position: Q2 2024 in Review

AGF Management sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 2,183 shares — an estimated $366K sold.

AGF Management first reported a position in AMG in Q1 2024 and held it in 1 quarter. The position peaked at $366K in Q1 2024. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

AGF Management reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
AGF Management sold 2,183 Affiliated Managers Group shares in Q2 2024, an estimated $366K.
AGF Management first reported a position in Affiliated Managers Group in Q1 2024 and held it in 1 quarter.
AGF Management's Affiliated Managers Group position peaked at $366K in Q1 2024.
405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on AGF Management's 13F filing for Q2 2024, filed 7 Aug 2024.