ClariVest Asset Management’s Affiliated Managers Group AMG Stock Holding History

ClariVest Asset 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 Q3	$1.66M	Hold	10,612	–	–	0.17%	171
2024 Q2	$1.66M	Buy	+10,612	New	+$1.69M	0.17%	171
2023 Q4	–	Sell	-13	Closed	-$2K	–	875
2023 Q3	$2K	Sell	13 -28	-68%	-$3.92K	﹤0.01%	487
2023 Q2	$6K	Buy	41 +5	+14%	+$716	﹤0.01%	415
2023 Q1	$5K	Sell	36 -1	-3%	-$158	﹤0.01%	485
2022 Q4	$6K	Buy	+37	New	+$5.23K	﹤0.01%	482
2018 Q2	–	Sell	-922	Closed	-$175K	–	714
2018 Q1	$175K	Buy	+922	New	+$180K	﹤0.01%	616
2016 Q3	–	Sell	-10	Closed	-$1K	–	686
2016 Q2	$1K	Buy	+10	New	+$1.64K	﹤0.01%	576
2014 Q4	–	Sell	-15	Closed	-$3K	–	544
2014 Q3	$3K	Hold	15	–	–	﹤0.01%	492
2014 Q2	$3K	Hold	15	–	–	﹤0.01%	495
2014 Q1	$3K	Hold	15	–	–	﹤0.01%	512
2013 Q4	$3K	Hold	15	–	–	﹤0.01%	525
2013 Q3	$3K	Hold	15	–	–	﹤0.01%	496
2013 Q2	$2K	Buy	+15	New	+$2.37K	﹤0.01%	475

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

ClariVest Asset Management's AMG Position: Q3 2024 in Review

ClariVest Asset Management held its Affiliated Managers Group (AMG) position steady in Q3 2024 at 10,612 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #171.

ClariVest Asset Management first reported a position in AMG in Q2 2013 and has held it in 14 quarters since. 422 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

ClariVest Asset Management held 10,612 shares of Affiliated Managers Group worth $1.66M as of Q3 2024.
ClariVest Asset Management left its Affiliated Managers Group share count unchanged in Q3 2024.
Affiliated Managers Group made up 0.17% of ClariVest Asset Management's portfolio in Q3 2024, its #171 holding.
ClariVest Asset Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 14 quarters since.
422 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.