BMCM
AMG icon

Burns Matteson Capital Management’s Affiliated Managers Group AMG Stock Holding History

Burns Matteson 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
2024
Q2 		– Sell
-2,360
Closed -$395K – 158
2024
Q1 		$395K Buy
+2,360
New +$367K 0.26% 97
2023
Q4 		– Sell
-3,950
Closed -$515K – 137
2023
Q3 		$515K Buy
+3,950
New +$553K 0.33% 90

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Burns Matteson Capital Management's AMG Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 2,360 shares — an estimated $395K sold.

Burns Matteson Capital Management first reported a position in AMG in Q3 2023 and held it in 2 quarters. The position peaked at $515K in Q3 2023. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Burns Matteson Capital Management reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,360 Affiliated Managers Group shares in Q2 2024, an estimated $395K.
  • Burns Matteson Capital Management first reported a position in Affiliated Managers Group in Q3 2023 and held it in 2 quarters.
  • Burns Matteson Capital Management's Affiliated Managers Group position peaked at $515K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.