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CSat Investment Advisory’s Affiliated Managers Group AMG Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,162
Closed -$79K – 543
2020
Q3 		$79K Sell
1,162
-1,218
-51% -$85.1K 0.01% 552
2020
Q2 		$177K Buy
2,380
+2,226
+1,445% +$150K 0.02% 331
2020
Q1 		$9K Buy
154
+26
+20% +$1.95K ﹤0.01% 932
2019
Q4 		$11K Sell
128
-909
-88% -$74.5K ﹤0.01% 954
2019
Q3 		$86K Buy
1,037
+190
+22% +$15.9K 0.03% 343
2019
Q2 		$78K Buy
847
+332
+64% +$32.6K 0.03% 345
2019
Q1 		$55K Sell
515
-2
-0.4% -$212 0.03% 156
2018
Q4 		$50K Buy
517
+328
+174% +$37K 0.03% 156
2018
Q3 		$26K Buy
189
+72
+62% +$10.6K 0.01% 184
2018
Q2 		$17K Buy
+117
New +$19.3K 0.01% 225

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

CSat Investment Advisory's AMG Position: Q4 2020 in Review

CSat Investment Advisory sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 1,162 shares — an estimated $79K sold.

CSat Investment Advisory first reported a position in AMG in Q2 2018 and held it in 10 quarters. The position peaked at $177K in Q2 2020. 298 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • CSat Investment Advisory reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,162 Affiliated Managers Group shares in Q4 2020, an estimated $79K.
  • CSat Investment Advisory first reported a position in Affiliated Managers Group in Q2 2018 and held it in 10 quarters.
  • CSat Investment Advisory's Affiliated Managers Group position peaked at $177K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.