Convergence Investment Partners’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,530
| Closed | -$1.69M | – | 255 |
|
|
2024
Q3 | $1.69M | Buy |
9,530
+859
| +10% | +$153K | 0.46% | 64 |
|
|
2024
Q2 | $1.35M | Buy |
8,671
+4,688
| +118% | +$732K | 0.4% | 72 |
|
|
2024
Q1 | $667K | Buy |
3,983
+1,927
| +94% | +$323K | 0.26% | 110 |
|
|
2023
Q4 | $311K | Buy |
+2,056
| New | +$311K | 0.16% | 133 |
|
|
2020
Q3 | – | Sell |
-13,734
| Closed | -$1.02M | – | 231 |
|
|
2020
Q2 | $1.02M | Buy |
+13,734
| New | +$1.02M | 0.35% | 97 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$7K | – | 331 |
|
|
2018
Q1 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 752 |
|