Baird Financial Group
AMG icon

Baird Financial Group’s Affiliated Managers Group AMG Stock Holding History

Baird Financial 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
2019
Q2 		– Sell
-217,478
Closed -$23.3M – 1523
2019
Q1 		$23.3M Buy
217,478
+8,996
+4% +$956K 0.14% 196
2018
Q4 		$20.3M Sell
208,482
-7,807
-4% -$882K 0.14% 192
2018
Q3 		$29.7M Buy
216,289
+1,480
+0.7% +$219K 0.19% 149
2018
Q2 		$31.9M Sell
214,809
-3,212
-1% -$529K 0.22% 137
2018
Q1 		$41.3M Sell
218,021
-60,356
-22% -$11.8M 0.29% 99
2017
Q4 		$57.1M Sell
278,377
-3,882
-1% -$752K 0.4% 56
2017
Q3 		$53.6M Buy
282,259
+25,044
+10% +$4.46M 0.4% 53
2017
Q2 		$42.7M Sell
257,215
-5,540
-2% -$884K 0.33% 88
2017
Q1 		$43.1M Buy
262,755
+4,494
+2% +$711K 0.35% 76
2016
Q4 		$37.5M Sell
258,261
-92,653
-26% -$13.5M 0.33% 88
2016
Q3 		$50.8M Sell
350,914
-3,983
-1% -$570K 0.45% 49
2016
Q2 		$50M Buy
354,897
+49,581
+16% +$8.12M 0.46% 48
2016
Q1 		$49.6M Buy
305,316
+30,324
+11% +$4.23M 0.47% 41
2015
Q4 		$43.9M Sell
274,992
-8,957
-3% -$1.54M 0.44% 54
2015
Q3 		$48.6M Sell
283,949
-4,213
-1% -$828K 0.52% 43
2015
Q2 		$63M Buy
+288,162
New +$64.1M 0.62% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Baird Financial Group's AMG Position: Q2 2019 in Review

Baird Financial Group sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 217,478 shares — an estimated $23.3M sold.

Baird Financial Group first reported a position in AMG in Q2 2015 and held it in 16 quarters. The position peaked at $63M in Q2 2015. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

  • Baird Financial Group reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
  • Baird Financial Group sold 217,478 Affiliated Managers Group shares in Q2 2019, an estimated $23.3M.
  • Baird Financial Group first reported a position in Affiliated Managers Group in Q2 2015 and held it in 16 quarters.
  • Baird Financial Group's Affiliated Managers Group position peaked at $63M in Q2 2015.
  • 389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Baird Financial Group's 13F filing for Q2 2019, filed 14 Aug 2019.