DZ Bank
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DZ Bank’s Affiliated Managers Group AMG Stock Holding History

DZ Bank’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
Q3 		– Sell
-38,292
Closed -$5.98M – 988
2024
Q2 		$5.98M Sell
38,292
-1,892
-5% -$301K 0.01% 430
2024
Q1 		$6.73M Buy
+40,184
New +$6.25M 0.01% 421
2022
Q2 		– Sell
-13,632
Closed -$1.92M – 1015
2022
Q1 		$1.92M Sell
13,632
-37,282
-73% -$5.36M ﹤0.01% 633
2021
Q4 		$8.38M Sell
50,914
-13,332
-21% -$2.24M 0.01% 406
2021
Q3 		$9.71M Buy
64,246
+11,207
+21% +$1.84M 0.02% 375
2021
Q2 		$8.18M Buy
+53,039
New +$8.46M 0.01% 410
2018
Q3 		– Sell
-171
Closed -$25K – 768
2018
Q2 		$25K Sell
171
-101,969
-100% -$16.8M ﹤0.01% 838
2018
Q1 		$20.1M Sell
102,140
-428,050
-81% -$83.4M 0.08% 207
2017
Q4 		$109M Sell
530,190
-10,685
-2% -$2.07M 0.42% 71
2017
Q3 		$103M Sell
540,875
-7,487
-1% -$1.33M 0.43% 67
2017
Q2 		$91M Sell
548,362
-10,878
-2% -$1.74M 0.42% 73
2017
Q1 		$91.7M Buy
559,240
+26,103
+5% +$4.13M 0.42% 73
2016
Q4 		$77.5M Buy
+533,137
New +$77.4M 0.38% 87

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return