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

Anchor 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
2022 Q1	–	Sell	-16	Closed	-$2.63K	–	992
2021 Q4	$2.63K	Hold	16	–	–	﹤0.01%	919
2021 Q3	$2.42K	Hold	16	–	–	﹤0.01%	838
2021 Q2	$2.47K	Hold	16	–	–	﹤0.01%	865
2021 Q1	$2.38K	Hold	16	–	–	﹤0.01%	854
2020 Q4	$1.63K	Hold	16	–	–	﹤0.01%	858
2020 Q3	$1.09K	Hold	16	–	–	﹤0.01%	850
2020 Q2	$1.19K	Hold	16	–	–	﹤0.01%	823
2020 Q1	$946	Hold	16	–	–	﹤0.01%	817
2019 Q4	$1.36K	Hold	16	–	–	﹤0.01%	794
2019 Q3	$1.33K	Hold	16	–	–	﹤0.01%	772
2019 Q2	$1.47K	Sell	16 -31	-66%	-$3.04K	﹤0.01%	766
2019 Q1	$5.03K	Hold	47	–	–	﹤0.01%	684
2018 Q4	$4.58K	Hold	47	–	–	﹤0.01%	702
2018 Q3	$6.43K	Hold	47	–	–	﹤0.01%	702
2018 Q2	$6.99K	Hold	47	–	–	﹤0.01%	706
2018 Q1	$8.91K	Hold	47	–	–	﹤0.01%	649
2017 Q4	$9.65K	Buy	+47	New	+$9.11K	﹤0.01%	642

Other funds holding AMG

EIG

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Anchor Investment Management's AMG Position: Q1 2022 in Review

Anchor Investment Management sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 16 shares — an estimated $2.63K sold.

Anchor Investment Management first reported a position in AMG in Q4 2017 and held it in 17 quarters. The position peaked at $9.65K in Q4 2017. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

Anchor Investment Management reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
Anchor Investment Management sold 16 Affiliated Managers Group shares in Q1 2022, an estimated $2.63K.
Anchor Investment Management first reported a position in Affiliated Managers Group in Q4 2017 and held it in 17 quarters.
Anchor Investment Management's Affiliated Managers Group position peaked at $9.65K in Q4 2017.
334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.