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Alta Capital Management’s Affiliated Managers Group AMG Stock Holding History

Alta Capital 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
2022
Q1 		– Sell
-1,240
Closed -$203K – 91
2021
Q4 		$203K Buy
+1,240
New +$208K 0.01% 95
2019
Q3 		– Sell
-2,685
Closed -$247K – 94
2019
Q2 		$247K Buy
2,685
+120
+5% +$11.8K 0.01% 86
2019
Q1 		$274K Buy
+2,565
New +$273K 0.02% 79
2018
Q4 		– Sell
-1,665
Closed -$227K – 85
2018
Q3 		$227K Buy
+1,665
New +$246K 0.01% 80

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Alta Capital Management's AMG Position: Q1 2022 in Review

Alta Capital Management sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 1,240 shares — an estimated $203K sold.

Alta Capital Management first reported a position in AMG in Q3 2018 and held it in 4 quarters. The position peaked at $274K in Q1 2019. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • Alta Capital Management reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • Alta Capital Management sold 1,240 Affiliated Managers Group shares in Q1 2022, an estimated $203K.
  • Alta Capital Management first reported a position in Affiliated Managers Group in Q3 2018 and held it in 4 quarters.
  • Alta Capital Management's Affiliated Managers Group position peaked at $274K in Q1 2019.
  • 334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Alta Capital Management's 13F filing for Q1 2022, filed 19 Apr 2022.