AIA Group’s Affiliated Managers Group AMG Stock Holding History

AIA 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 Q1	–	Sell	-7,854	Closed	-$1.19M	–	291
2023 Q4	$1.19M	Buy	7,854 +4,629	+144%	+$622K	0.05%	180
2023 Q3	$420K	Sell	3,225 -2,292	-42%	-$321K	0.02%	230
2023 Q2	$827K	Buy	+5,517	New	+$790K	0.04%	191

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AIA Group's AMG Position: Q1 2024 in Review

AIA Group sold out of Affiliated Managers Group (AMG) in Q1 2024, closing a stake of 7,854 shares — an estimated $1.19M sold.

AIA Group first reported a position in AMG in Q2 2023 and held it in 3 quarters. The position peaked at $1.19M in Q4 2023. 403 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

AIA Group reported no remaining Affiliated Managers Group position as of Q1 2024 after selling out during the quarter.
AIA Group sold 7,854 Affiliated Managers Group shares in Q1 2024, an estimated $1.19M.
AIA Group first reported a position in Affiliated Managers Group in Q2 2023 and held it in 3 quarters.
AIA Group's Affiliated Managers Group position peaked at $1.19M in Q4 2023.
403 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on AIA Group's 13F filing for Q1 2024, filed 6 May 2024.