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Duality Advisers’s Affiliated Managers Group AMG Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-5,372
Closed -$900K – 27
2024
Q1 		$900K Sell
5,372
-358
-6% -$55.7K 0.09% 351
2023
Q4 		$868K Sell
5,730
-132
-2% -$17.7K 0.09% 329
2023
Q3 		$764K Sell
5,862
-6,955
-54% -$973K 0.09% 347
2023
Q2 		$1.92M Buy
12,817
+4,573
+55% +$655K 0.24% 162
2023
Q1 		$1.17M Buy
+8,244
New +$1.3M 0.13% 271
2022
Q2 		– Sell
-8,334
Closed -$1.18M – 593
2022
Q1 		$1.18M Buy
8,334
+1,940
+30% +$279K 0.13% 287
2021
Q4 		$1.05M Buy
6,394
+1,779
+39% +$298K 0.11% 282
2021
Q3 		$697K Buy
4,615
+1,184
+35% +$194K 0.05% 401
2021
Q2 		$529K Buy
+3,431
New +$547K 0.05% 426
2020
Q4 		– Sell
-5,080
Closed -$347K – 543
2020
Q3 		$347K Sell
5,080
-13,888
-73% -$971K 0.02% 514
2020
Q2 		$1.41M Buy
+18,968
New +$1.28M 0.13% 211
2020
Q1 		– Sell
-55,609
Closed -$4.71M – 20
2019
Q4 		$4.71M Buy
55,609
+47,529
+588% +$3.9M 0.28% 130
2019
Q3 		$673K Buy
+8,080
New +$675K 0.04% 280
2019
Q1 		– Sell
-20,830
Closed -$2.03M – 217
2018
Q4 		$2.03M Buy
+20,830
New +$2.35M 0.12% 159

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Duality Advisers's AMG Position: Q2 2024 in Review

Duality Advisers sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 5,372 shares — an estimated $900K sold.

Duality Advisers first reported a position in AMG in Q4 2018 and held it in 14 quarters. The position peaked at $4.71M in Q4 2019. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Duality Advisers reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 5,372 Affiliated Managers Group shares in Q2 2024, an estimated $900K.
  • Duality Advisers first reported a position in Affiliated Managers Group in Q4 2018 and held it in 14 quarters.
  • Duality Advisers's Affiliated Managers Group position peaked at $4.71M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.