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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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 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. 406 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.
  • 406 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.