CW
MGR

Connectus Wealth’s Affiliated Managers Group 5.875% Junior Subordinated Notes due 2059 MGR Stock Holding History

Connectus Wealth’s Portfolio MGR Stock Details MGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-502,835
Closed -$11.1M – 513
2023
Q2 		$11.1M Buy
+502,835
New +$11.1M 0.26% 88
2022
Q4 		– Sell
-524,613
Closed -$12M – 481
2022
Q3 		$12M Buy
+524,613
New +$12M 0.25% 111