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Cerebellum’s Affiliated Managers Group AMG Stock Holding History

Cerebellum’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
2020
Q3 		– Sell
-240
Closed -$49K – 393
2020
Q2 		$49K Buy
+240
New +$16.2K 0.03% 416
2019
Q3 		– Sell
-3,803
Closed -$350K – 425
2019
Q2 		$350K Buy
3,803
+700
+23% +$68.7K 0.29% 141
2019
Q1 		$332K Buy
3,103
+631
+26% +$67K 0.29% 133
2018
Q4 		$241K Buy
2,472
+1,313
+113% +$148K 0.17% 239
2018
Q3 		$158K Hold
1,159
– – 0.25% 311
2018
Q2 		$172K Buy
+1,159
New +$191K 0.29% 214
2018
Q1 		– Sell
-240
Closed -$49K – 445
2017
Q4 		$49K Buy
+240
New +$46.5K 0.03% 416

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Cerebellum's AMG Position: Q3 2020 in Review

Cerebellum sold out of Affiliated Managers Group (AMG) in Q3 2020, closing a stake of 240 shares — an estimated $49K sold.

Cerebellum first reported a position in AMG in Q4 2017 and held it in 7 quarters. The position peaked at $350K in Q2 2019. 275 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

  • Cerebellum reported no remaining Affiliated Managers Group position as of Q3 2020 after selling out during the quarter.
  • Cerebellum sold 240 Affiliated Managers Group shares in Q3 2020, an estimated $49K.
  • Cerebellum first reported a position in Affiliated Managers Group in Q4 2017 and held it in 7 quarters.
  • Cerebellum's Affiliated Managers Group position peaked at $350K in Q2 2019.
  • 275 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.