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Donoghue Forlines’s Affiliated Managers Group AMG Stock Holding History

Donoghue Forlines’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
2023
Q2 		– Sell
-7,890
Closed -$1.12M – 238
2023
Q1 		$1.12M Buy
+7,890
New +$1.25M 0.4% 73

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Donoghue Forlines's AMG Position: Q2 2023 in Review

Donoghue Forlines sold out of Affiliated Managers Group (AMG) in Q2 2023, closing a stake of 7,890 shares — an estimated $1.12M sold.

Donoghue Forlines first reported a position in AMG in Q1 2023 and held it in 1 quarter. The position peaked at $1.12M in Q1 2023. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

  • Donoghue Forlines reported no remaining Affiliated Managers Group position as of Q2 2023 after selling out during the quarter.
  • Donoghue Forlines sold 7,890 Affiliated Managers Group shares in Q2 2023, an estimated $1.12M.
  • Donoghue Forlines first reported a position in Affiliated Managers Group in Q1 2023 and held it in 1 quarter.
  • Donoghue Forlines's Affiliated Managers Group position peaked at $1.12M in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on Donoghue Forlines's 13F filing for Q2 2023, filed 7 Aug 2023.