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Bourgeon Capital Management’s Affiliated Managers Group AMG Stock Holding History

Bourgeon Capital Management’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
2022
Q4 		– Sell
-62
Closed -$7K – 382
2022
Q3 		$7K Buy
+62
New +$7.78K ﹤0.01% 228

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Bourgeon Capital Management's AMG Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2022, closing a stake of 62 shares — an estimated $7K sold.

Bourgeon Capital Management first reported a position in AMG in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Affiliated Managers Group position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 62 Affiliated Managers Group shares in Q4 2022, an estimated $7K.
  • Bourgeon Capital Management first reported a position in Affiliated Managers Group in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Affiliated Managers Group position peaked at $7K in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.