Column Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Column Capital 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
2023 Q3	$94.1K	Sell	722 -29	-4%	-$4.06K	0.01%	228
2023 Q2	$113K	Hold	751	–	–	0.02%	205
2023 Q1	$107K	Sell	751 -139	-16%	-$22K	0.02%	214
2022 Q4	$141K	Hold	890	–	–	0.02%	164
2022 Q3	$100K	Hold	890	–	–	0.02%	186
2022 Q2	$104K	Buy	890 +133	+18%	+$17.1K	0.02%	180
2022 Q1	$107K	Sell	757 -7	-0.9%	-$1.01K	0.02%	189
2021 Q4	$126K	Buy	764 +138	+22%	+$23.1K	0.02%	176
2021 Q3	$95K	Sell	626 -52	-8%	-$8.52K	0.02%	191
2021 Q2	$105K	Sell	678 -49	-7%	-$7.82K	0.02%	183
2021 Q1	$108K	Buy	727 +44	+6%	+$5.75K	0.02%	168
2020 Q4	$69K	Buy	683 +115	+20%	+$9.93K	0.02%	221
2020 Q3	$39K	Buy	568 +308	+118%	+$21.5K	0.01%	280
2020 Q2	$19K	Hold	260	–	–	0.01%	383
2020 Q1	$15K	Hold	260	–	–	0.01%	344
2019 Q4	$22K	Buy	+260	New	+$21.3K	0.01%	350

Other funds holding AMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Column Capital Advisors's AMG Position: Q3 2023 in Review

Column Capital Advisors reduced its Affiliated Managers Group (AMG) stake by 3.9% in Q3 2023, selling an estimated $4.06K and leaving 722 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #228.

Column Capital Advisors first reported a position in AMG in Q4 2019 and has held it in 16 quarters since. The position peaked at $141K in Q4 2022. 358 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

Column Capital Advisors held 722 shares of Affiliated Managers Group worth $94.1K as of Q3 2023.
Column Capital Advisors sold 29 Affiliated Managers Group shares in Q3 2023, an estimated $4.06K.
Affiliated Managers Group made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #228 holding.
Column Capital Advisors first reported a position in Affiliated Managers Group in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Affiliated Managers Group position peaked at $141K in Q4 2022.
358 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.