Berman Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$20K	Buy	135 +15	+13%	+$2.46K	﹤0.01%	977
2021 Q2	$18K	Buy	120 +9	+8%	+$1.44K	﹤0.01%	938
2021 Q1	$16K	Hold	111	–	–	﹤0.01%	859
2020 Q4	$11K	Hold	111	–	–	﹤0.01%	870
2020 Q3	$7K	Hold	111	–	–	﹤0.01%	909
2020 Q2	$8K	Sell	111 -13	-10%	-$879	﹤0.01%	827
2020 Q1	$7K	Buy	124 +3	+2%	+$225	﹤0.01%	756
2019 Q4	$10K	Sell	121 -11	-8%	-$902	﹤0.01%	728
2019 Q3	$11K	Sell	132 -138	-51%	-$11.5K	﹤0.01%	675
2019 Q2	$24K	Buy	270 +179	+197%	+$17.6K	0.01%	457
2019 Q1	$9K	Buy	91 +1	+1%	+$106	﹤0.01%	675
2018 Q4	$8K	Buy	+90	New	+$10.2K	﹤0.01%	546

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's AMG Position: Q3 2021 in Review

Berman Capital Advisors increased its Affiliated Managers Group (AMG) stake by 13% in Q3 2021, buying an estimated $2.46K and bringing the position to 135 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Berman Capital Advisors first reported a position in AMG in Q4 2018 and has held it in 12 quarters since. The position peaked at $24K in Q2 2019. 333 funds tracked by Wall St. Rank hold AMG as of Q3 2021.

Berman Capital Advisors held 135 shares of Affiliated Managers Group worth $20K as of Q3 2021.
Berman Capital Advisors bought 15 Affiliated Managers Group shares in Q3 2021, an estimated $2.46K.
Affiliated Managers Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #977 holding.
Berman Capital Advisors first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Affiliated Managers Group position peaked at $24K in Q2 2019.
333 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.