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

Congress 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
2018 Q4	–	Sell	-33,631	Closed	-$4.6M	–	362
2018 Q3	$4.6M	Buy	33,631 +1,405	+4%	+$207K	0.06%	194
2018 Q2	$4.79M	Sell	32,226 -2,812	-8%	-$463K	0.07%	181
2018 Q1	$6.64M	Buy	35,038 +3,425	+11%	+$667K	0.09%	136
2017 Q4	$6.49M	Buy	31,613 +14	+0%	+$2.71K	0.09%	134
2017 Q3	$6M	Buy	31,599 +921	+3%	+$164K	0.09%	142
2017 Q2	$5.09M	Sell	30,678 -266	-0.9%	-$42.5K	0.09%	138
2017 Q1	$5.07M	Sell	30,944 -134	-0.4%	-$21.2K	0.1%	134
2016 Q4	$4.52M	Sell	31,078 -90	-0.3%	-$13.1K	0.09%	146
2016 Q3	$4.51M	Buy	+31,168	New	+$4.46M	0.1%	138

Other funds holding AMG

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Congress Asset Management's AMG Position: Q4 2018 in Review

Congress Asset Management sold out of Affiliated Managers Group (AMG) in Q4 2018, closing a stake of 33,631 shares — an estimated $4.6M sold.

Congress Asset Management first reported a position in AMG in Q3 2016 and held it in 9 quarters. The position peaked at $6.64M in Q1 2018. 451 funds tracked by Wall St. Rank hold AMG as of Q4 2018.

Congress Asset Management reported no remaining Affiliated Managers Group position as of Q4 2018 after selling out during the quarter.
Congress Asset Management sold 33,631 Affiliated Managers Group shares in Q4 2018, an estimated $4.6M.
Congress Asset Management first reported a position in Affiliated Managers Group in Q3 2016 and held it in 9 quarters.
Congress Asset Management's Affiliated Managers Group position peaked at $6.64M in Q1 2018.
451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2018.

Based on Congress Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.