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Alpha DNA Investment Management’s Affiliated Managers Group AMG Stock Holding History

Alpha DNA 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
2024
Q3 		– Sell
-1,933
Closed -$302K – 197
2024
Q2 		$302K Buy
+1,933
New +$308K 0.12% 194

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Alpha DNA Investment Management's AMG Position: Q3 2024 in Review

Alpha DNA Investment Management sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 1,933 shares — an estimated $302K sold.

Alpha DNA Investment Management first reported a position in AMG in Q2 2024 and held it in 1 quarter. The position peaked at $302K in Q2 2024. 422 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Alpha DNA Investment Management reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 1,933 Affiliated Managers Group shares in Q3 2024, an estimated $302K.
  • Alpha DNA Investment Management first reported a position in Affiliated Managers Group in Q2 2024 and held it in 1 quarter.
  • Alpha DNA Investment Management's Affiliated Managers Group position peaked at $302K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Alpha DNA Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.