Amica Mutual Insurance’s Affiliated Managers Group AMG Stock Holding History

Amica Mutual Insurance’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
2019 Q4	–	Sell	-9,403	Closed	-$784K	–	316
2019 Q3	$784K	Hold	9,403	–	–	0.1%	249
2019 Q2	$866K	Hold	9,403	–	–	0.11%	219
2019 Q1	$1.01M	Hold	9,403	–	–	0.13%	211
2018 Q4	$916K	Hold	9,403	–	–	0.12%	205
2018 Q3	$1.29M	Hold	9,403	–	–	0.13%	176
2018 Q2	$1.4M	Hold	9,403	–	–	0.17%	168
2018 Q1	$1.78M	Sell	9,403 -11,000	-54%	-$2.14M	0.22%	141
2017 Q4	$4.19M	Hold	20,403	–	–	0.41%	68
2017 Q3	$3.87M	Sell	20,403 -17,084	-46%	-$3.04M	0.35%	77
2017 Q2	$6.22M	Hold	37,487	–	–	0.57%	37
2017 Q1	$6.15M	Hold	37,487	–	–	0.56%	41
2016 Q4	$5.45M	Buy	37,487 +6,724	+22%	+$976K	0.49%	43
2016 Q3	$4.45M	Hold	30,763	–	–	0.42%	60
2016 Q2	$4.33M	Buy	30,763 +8,046	+35%	+$1.32M	0.42%	64
2016 Q1	$3.69M	Buy	22,717 +7,500	+49%	+$1.05M	0.35%	78
2015 Q4	$2.43M	Buy	+15,217	New	+$2.62M	0.22%	121

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

SAM

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LAM

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

Amica Mutual Insurance's AMG Position: Q4 2019 in Review

Amica Mutual Insurance sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 9,403 shares — an estimated $784K sold.

Amica Mutual Insurance first reported a position in AMG in Q4 2015 and held it in 16 quarters. The position peaked at $6.22M in Q2 2017. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

Amica Mutual Insurance reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
Amica Mutual Insurance sold 9,403 Affiliated Managers Group shares in Q4 2019, an estimated $784K.
Amica Mutual Insurance first reported a position in Affiliated Managers Group in Q4 2015 and held it in 16 quarters.
Amica Mutual Insurance's Affiliated Managers Group position peaked at $6.22M in Q2 2017.
346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on Amica Mutual Insurance's 13F filing for Q4 2019, filed 10 Feb 2020.