Aigen Investment Management’s Affiliated Managers Group AMG Stock Holding History

Aigen Investment 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
2023 Q2	–	Sell	-1,416	Closed	-$202K	–	730
2023 Q1	$202K	Buy	+1,416	New	+$224K	0.03%	526
2022 Q4	–	Sell	-2,130	Closed	-$238K	–	517
2022 Q3	$238K	Sell	2,130 -359	-14%	-$45.1K	0.03%	468
2022 Q2	$290K	Sell	2,489 -801	-24%	-$103K	0.05%	402
2022 Q1	$464K	Buy	+3,290	New	+$473K	0.08%	298
2021 Q2	–	Sell	-11,677	Closed	-$1.74M	–	450
2021 Q1	$1.74M	Buy	+11,677	New	+$1.53M	0.23%	103
2020 Q4	–	Sell	-4,404	Closed	-$301K	–	768
2020 Q3	$301K	Buy	+4,404	New	+$308K	0.04%	537
2020 Q1	–	Sell	-719	Closed	-$61K	–	1251
2019 Q4	$61K	Buy	+719	New	+$59K	0.01%	777

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

Aigen Investment Management's AMG Position: Q2 2023 in Review

Aigen Investment Management sold out of Affiliated Managers Group (AMG) in Q2 2023, closing a stake of 1,416 shares — an estimated $202K sold.

Aigen Investment Management first reported a position in AMG in Q4 2019 and held it in 7 quarters. The position peaked at $1.74M in Q1 2021. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

Aigen Investment Management reported no remaining Affiliated Managers Group position as of Q2 2023 after selling out during the quarter.
Aigen Investment Management sold 1,416 Affiliated Managers Group shares in Q2 2023, an estimated $202K.
Aigen Investment Management first reported a position in Affiliated Managers Group in Q4 2019 and held it in 7 quarters.
Aigen Investment Management's Affiliated Managers Group position peaked at $1.74M in Q1 2021.
380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on Aigen Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.