Bank Julius Baer & Co
AMG icon

Bank Julius Baer & Co’s Affiliated Managers Group AMG Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-651
Closed -$45K – 803
2020
Q3 		$45K Sell
651
-1
-0.2% -$70 ﹤0.01% 608
2020
Q2 		$49K Sell
652
-349
-35% -$23.6K ﹤0.01% 566
2020
Q1 		$59K Buy
+1,001
New +$75K ﹤0.01% 534

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 $6.7B AUM 33.44% 1-Year Est. Return

Bank Julius Baer & Co's AMG Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 651 shares — an estimated $45K sold.

Bank Julius Baer & Co first reported a position in AMG in Q1 2020 and held it in 3 quarters. The position peaked at $59K in Q1 2020. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 651 Affiliated Managers Group shares in Q4 2020, an estimated $45K.
  • Bank Julius Baer & Co first reported a position in Affiliated Managers Group in Q1 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Affiliated Managers Group position peaked at $59K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.