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Choreo LLC’s Affiliated Managers Group AMG Stock Holding History

Choreo LLC’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
2026
Q1 		– Sell
-1,137
Closed -$330K – 1616
2025
Q4 		$330K Buy
1,137
+16
+1% +$4.13K ﹤0.01% 1165
2025
Q3 		$267K Sell
1,121
-152
-12% -$33.5K ﹤0.01% 1297
2025
Q2 		$250K Buy
+1,273
New +$221K ﹤0.01% 1287
2025
Q1 		– Sell
-1,552
Closed -$288K – 1450
2024
Q4 		$288K Sell
1,552
-773
-33% -$144K ﹤0.01% 1209
2024
Q3 		$409K Buy
+2,325
New +$395K 0.01% 1013

Other funds holding AMG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Choreo LLC's AMG Position: Q1 2026 in Review

Choreo LLC sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 1,137 shares — an estimated $330K sold.

Choreo LLC first reported a position in AMG in Q3 2024 and held it in 5 quarters. The position peaked at $409K in Q3 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Choreo LLC reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • Choreo LLC sold 1,137 Affiliated Managers Group shares in Q1 2026, an estimated $330K.
  • Choreo LLC first reported a position in Affiliated Managers Group in Q3 2024 and held it in 5 quarters.
  • Choreo LLC's Affiliated Managers Group position peaked at $409K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.