Claris Advisors’s Affiliated Managers Group AMG Stock Holding History

Claris Advisors’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 Q4	–	Sell	-3	Closed	-$533	–	126
2024 Q3	$533	Buy	+3	New	+$510	﹤0.01%	626

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Claris Advisors's AMG Position: Q4 2024 in Review

Claris Advisors sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 3 shares — an estimated $533 sold.

Claris Advisors first reported a position in AMG in Q3 2024 and held it in 1 quarter. The position peaked at $533 in Q3 2024. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

Claris Advisors reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Affiliated Managers Group shares in Q4 2024, an estimated $533.
Claris Advisors first reported a position in Affiliated Managers Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Affiliated Managers Group position peaked at $533 in Q3 2024.
408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.