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Burney Company’s Affiliated Managers Group AMG Stock Holding History

Burney Company’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
-2,780
Closed -$434K – 599
2024
Q2 		$434K Hold
2,780
– – 0.02% 450
2024
Q1 		$466K Buy
+2,780
New +$432K 0.02% 449

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

Burney Company's AMG Position: Q3 2024 in Review

Burney Company sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 2,780 shares — an estimated $434K sold.

Burney Company first reported a position in AMG in Q1 2024 and held it in 2 quarters. The position peaked at $466K in Q1 2024. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Burney Company reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
  • Burney Company sold 2,780 Affiliated Managers Group shares in Q3 2024, an estimated $434K.
  • Burney Company first reported a position in Affiliated Managers Group in Q1 2024 and held it in 2 quarters.
  • Burney Company's Affiliated Managers Group position peaked at $466K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Burney Company's 13F filing for Q3 2024, filed 18 Oct 2024.