AG
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Aperio Group’s Affiliated Managers Group AMG Stock Holding History

Aperio Group’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
2020
Q4 		$4.29M Buy
42,239
+1,271
+3% +$110K 0.01% 888
2020
Q3 		$2.8M Buy
40,968
+2,192
+6% +$153K 0.01% 963
2020
Q2 		$2.89M Sell
38,776
-8,823
-19% -$596K 0.01% 940
2020
Q1 		$2.81M Buy
47,599
+17,133
+56% +$1.28M 0.01% 867
2019
Q4 		$2.58M Buy
30,466
+2,270
+8% +$186K 0.01% 982
2019
Q3 		$2.35M Buy
28,196
+6,964
+33% +$582K 0.01% 989
2019
Q2 		$1.96M Sell
21,232
-17,172
-45% -$1.68M 0.01% 1063
2019
Q1 		$4.11M Sell
38,404
-1,292
-3% -$137K 0.02% 754
2018
Q4 		$3.87M Buy
39,696
+10,463
+36% +$1.18M 0.02% 736
2018
Q3 		$4M Buy
29,233
+981
+3% +$145K 0.02% 765
2018
Q2 		$4.2M Sell
28,252
-1,621
-5% -$267K 0.02% 731
2018
Q1 		$5.66M Sell
29,873
-1,674
-5% -$326K 0.03% 607
2017
Q4 		$6.48M Sell
31,547
-568
-2% -$110K 0.03% 557
2017
Q3 		$6.1M Sell
32,115
-745
-2% -$133K 0.03% 535
2017
Q2 		$5.45M Buy
32,860
+363
+1% +$58K 0.03% 549
2017
Q1 		$5.33M Sell
32,497
-859
-3% -$136K 0.04% 526
2016
Q4 		$4.85M Sell
33,356
-14,172
-30% -$2.06M 0.04% 511
2016
Q3 		$6.88M Sell
47,528
-1,225
-3% -$175K 0.05% 440
2016
Q2 		$6.86M Sell
48,753
-629
-1% -$103K 0.05% 407
2016
Q1 		$8.02M Buy
49,382
+25,376
+106% +$3.54M 0.07% 328
2015
Q4 		$3.83M Sell
24,006
-776
-3% -$133K 0.04% 534
2015
Q3 		$4.24M Sell
24,782
-3,146
-11% -$619K 0.04% 478
2015
Q2 		$6.11M Buy
27,928
+5,019
+22% +$1.12M 0.06% 353
2015
Q1 		$4.92M Buy
22,909
+1,492
+7% +$315K 0.06% 409
2014
Q4 		$4.55M Sell
21,417
-790
-4% -$157K 0.06% 408
2014
Q3 		$4.45M Buy
22,207
+2,244
+11% +$458K 0.06% 382
2014
Q2 		$4.1M Buy
19,963
+2,453
+14% +$474K 0.06% 381
2014
Q1 		$3.5M Buy
+17,510
New +$3.44M 0.05% 494
2013
Q4 		– Sell
-14,653
Closed -$2.92M – 424
2013
Q3 		$2.68M Buy
14,653
+2,642
+22% +$469K 0.05% 472
2013
Q2 		$1.97M Buy
+12,011
New +$1.9M 0.05% 505

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Aperio Group's AMG Position: Q4 2020 in Review

Aperio Group increased its Affiliated Managers Group (AMG) stake by 3.1% in Q4 2020, buying an estimated $110K and bringing the position to 42,239 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #888.

Aperio Group first reported a position in AMG in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.02M in Q1 2016. 298 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Aperio Group held 42,239 shares of Affiliated Managers Group worth $4.29M as of Q4 2020.
  • Aperio Group bought 1,271 Affiliated Managers Group shares in Q4 2020, an estimated $110K.
  • Affiliated Managers Group made up 0.01% of Aperio Group's portfolio in Q4 2020, its #888 holding.
  • Aperio Group first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Affiliated Managers Group position peaked at $8.02M in Q1 2016.
  • 298 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.