Bank of Nova Scotia
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Bank of Nova Scotia’s Affiliated Managers Group AMG Stock Holding History

Bank of Nova Scotia’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 		– Sell
-7,600
Closed -$1.19M – 1008
2024
Q2 		$1.19M Buy
+7,600
New +$1.21M ﹤0.01% 745
2024
Q1 		– Sell
-13,700
Closed -$2.07M – 999
2023
Q4 		$2.07M Buy
+13,700
New +$1.84M ﹤0.01% 646
2023
Q1 		– Sell
-34,318
Closed -$5.44M – 1129
2022
Q4 		$5.44M Buy
34,318
+3,863
+13% +$546K 0.01% 462
2022
Q3 		$3.41M Buy
+30,455
New +$3.82M 0.01% 505
2021
Q2 		– Sell
-51,000
Closed -$7.6M – 1069
2021
Q1 		$7.6M Buy
51,000
+4,637
+10% +$606K 0.01% 476
2020
Q4 		$4.73M Buy
+46,363
New +$4M 0.01% 519
2020
Q2 		– Sell
-44,436
Closed -$2.63M – 916
2020
Q1 		$2.63M Buy
+44,436
New +$3.33M 0.01% 516
2019
Q4 		– Sell
-8,842
Closed -$737K – 911
2019
Q3 		$737K Sell
8,842
-799
-8% -$66.8K ﹤0.01% 777
2019
Q2 		$888K Buy
9,641
+1,173
+14% +$115K ﹤0.01% 722
2019
Q1 		$907K Sell
8,468
-32,233
-79% -$3.42M ﹤0.01% 724
2018
Q4 		$3.96M Buy
40,701
+31,295
+333% +$3.53M 0.02% 450
2018
Q3 		$1.29M Buy
9,406
+3,468
+58% +$512K 0.01% 686
2018
Q2 		$882K Sell
5,938
-1,010
-15% -$166K ﹤0.01% 694
2018
Q1 		$1.31M Sell
6,948
-1,819
-21% -$354K 0.01% 669
2017
Q4 		$1.8M Sell
8,767
-1,032
-11% -$200K 0.01% 636
2017
Q3 		$1.86M Sell
9,799
-3,064
-24% -$545K 0.01% 615
2017
Q2 		$2.13M Sell
12,863
-103
-0.8% -$16.4K 0.01% 613
2017
Q1 		$2.13M Buy
+12,966
New +$2.05M 0.01% 615
2015
Q3 		– Sell
-993
Closed -$217K – 668
2015
Q2 		$217K Buy
+993
New +$221K ﹤0.01% 569

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

Bank of Nova Scotia's AMG Position: Q3 2024 in Review

Bank of Nova Scotia sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 7,600 shares — an estimated $1.19M sold.

Bank of Nova Scotia first reported a position in AMG in Q2 2015 and held it in 19 quarters. The position peaked at $7.6M in Q1 2021. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Bank of Nova Scotia reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
  • Bank of Nova Scotia sold 7,600 Affiliated Managers Group shares in Q3 2024, an estimated $1.19M.
  • Bank of Nova Scotia first reported a position in Affiliated Managers Group in Q2 2015 and held it in 19 quarters.
  • Bank of Nova Scotia's Affiliated Managers Group position peaked at $7.6M in Q1 2021.
  • 421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Bank of Nova Scotia's 13F filing for Q3 2024, filed 13 Nov 2024.