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Arden Trust’s Affiliated Managers Group AMG Stock Holding History

Arden Trust’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
Q2 		– Sell
-45
Closed -$3K – 336
2020
Q1 		$3K Buy
+45
New +$3.37K ﹤0.01% 654
2016
Q1 		– Sell
-1,950
Closed -$311K – 631
2015
Q4 		$311K Sell
1,950
-660
-25% -$113K 0.03% 455
2015
Q3 		$447K Buy
2,610
+1,035
+66% +$204K 0.04% 415
2015
Q2 		$344 Buy
1,575
+16
+1% +$3.56K 0.05% 325
2015
Q1 		$335 Buy
+1,559
New +$329K 0.05% 328

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Arden Trust's AMG Position: Q2 2020 in Review

Arden Trust sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 45 shares — an estimated $3K sold.

Arden Trust first reported a position in AMG in Q1 2015 and held it in 5 quarters. The position peaked at $447K in Q3 2015. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • Arden Trust reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 45 Affiliated Managers Group shares in Q2 2020, an estimated $3K.
  • Arden Trust first reported a position in Affiliated Managers Group in Q1 2015 and held it in 5 quarters.
  • Arden Trust's Affiliated Managers Group position peaked at $447K in Q3 2015.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.