CI
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CX Institutional’s Affiliated Managers Group AMG Stock Holding History

CX Institutional’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
2026
Q2 		$22K Hold
66
– – ﹤0.01% 1150
2026
Q1 		$18K Buy
+66
New +$19.9K ﹤0.01% 1146
2025
Q2 		– Sell
-22
Closed -$4K – 1214
2025
Q1 		$4K Buy
+22
New +$3.83K ﹤0.01% 1079
2024
Q4 		– Sell
-26,224
Closed -$4.66M – 538
2024
Q3 		$4.66M Buy
+26,224
New +$4.45M 0.21% 136
2022
Q3 		– Sell
-402
Closed -$47K – 482
2022
Q2 		$47K Buy
+402
New +$51.7K ﹤0.01% 685
2021
Q4 		– Sell
-401
Closed -$61K – 360
2021
Q3 		$61K Hold
401
– – 0.01% 540
2021
Q2 		$62K Hold
401
– – 0.01% 521
2021
Q1 		$60K Hold
401
– – 0.01% 453
2020
Q4 		$41K Sell
401
-9
-2% -$777 ﹤0.01% 473
2020
Q3 		$28K Buy
410
+14
+4% +$979 ﹤0.01% 479
2020
Q2 		$30K Buy
+396
New +$26.8K ﹤0.01% 384
2019
Q4 		– Sell
-9
Closed -$1K – 731
2019
Q3 		$1K Hold
9
– – ﹤0.01% 759
2019
Q2 		$1K Buy
9
+4
+80% +$392 ﹤0.01% 809
2019
Q1 		$1K Buy
+5
New +$531 ﹤0.01% 727

Other funds holding AMG

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return