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Annapolis Financial Services’s Affiliated Managers Group AMG Stock Holding History

Annapolis Financial Services’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 		$265 Buy
+1
New +$170 ﹤0.01% 430

Other funds holding AMG

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
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Annapolis Financial Services's AMG Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Affiliated Managers Group (AMG) in Q3 2024: 1 share worth $265. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings.

421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Annapolis Financial Services held 1 share of Affiliated Managers Group worth $265 as of Q3 2024.
  • Affiliated Managers Group was a new Annapolis Financial Services position in Q3 2024.
  • Affiliated Managers Group made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #430 holding.
  • 421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.