Concourse Financial Group Securities’s Affiliated Managers Group AMG Stock Holding History

Concourse Financial Group Securities’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	-41	Closed	-$7.65K	–	2248
2024 Q3	$7.29K	Buy	41 +26	+173%	+$4.42K	﹤0.01%	1771
2024 Q2	$2.34K	Buy	+15	New	+$2.39K	﹤0.01%	2016
2023 Q3	–	Sell	-8	Closed	-$1.12K	–	2311
2023 Q2	$1.2K	Buy	+8	New	+$1.15K	﹤0.01%	2109
2022 Q1	–	Sell	-150	Closed	-$21.6K	–	2158
2021 Q4	$25K	Buy	150 +33	+28%	+$5.53K	﹤0.01%	1551
2021 Q3	$18K	Buy	117 +20	+21%	+$3.27K	﹤0.01%	1690
2021 Q2	$15K	Buy	+97	New	+$15.5K	﹤0.01%	1723
2018 Q4	–	Sell	-62	Closed	-$7K	–	2117
2018 Q3	$8K	Buy	+62	New	+$9.16K	﹤0.01%	1192

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

Concourse Financial Group Securities's AMG Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 41 shares — an estimated $7.65K sold.

Concourse Financial Group Securities first reported a position in AMG in Q3 2018 and held it in 7 quarters. The position peaked at $25K in Q4 2021. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

Concourse Financial Group Securities reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 41 Affiliated Managers Group shares in Q4 2024, an estimated $7.65K.
Concourse Financial Group Securities first reported a position in Affiliated Managers Group in Q3 2018 and held it in 7 quarters.
Concourse Financial Group Securities's Affiliated Managers Group position peaked at $25K in Q4 2021.
408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.