E. Ohman J:or Asset Management’s Affiliated Managers Group AMG Stock Holding History

E. Ohman J:or Asset Management’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
2019 Q4	–	Sell	-3,100	Closed	-$258K	–	437
2019 Q3	$258K	Hold	3,100	–	–	0.02%	330
2019 Q2	$286K	Buy	+3,100	New	+$304K	0.02%	324
2018 Q3	–	Sell	-2,100	Closed	-$312K	–	364
2018 Q2	$312K	Buy	2,100 +800	+62%	+$132K	0.02%	308
2018 Q1	$246K	Hold	1,300	–	–	0.02%	415
2017 Q4	$267K	Hold	1,300	–	–	0.02%	433
2017 Q3	$247K	Buy	1,300 +100	+8%	+$17.8K	0.02%	409
2017 Q2	$199K	Hold	1,200	–	–	0.02%	447
2017 Q1	$197K	Hold	1,200	–	–	0.02%	435
2016 Q4	$174K	Hold	1,200	–	–	0.02%	444
2016 Q3	$174K	Hold	1,200	–	–	0.03%	416
2016 Q2	$169K	Hold	1,200	–	–	0.03%	382
2016 Q1	$195K	Hold	1,200	–	–	0.04%	344
2015 Q4	$192K	Hold	1,200	–	–	0.03%	359
2015 Q3	$205K	Hold	1,200	–	–	0.06%	318
2015 Q2	$262K	Hold	1,200	–	–	0.06%	282
2015 Q1	$258K	Hold	1,200	–	–	0.06%	303
2014 Q4	$256K	Hold	1,200	–	–	0.06%	307
2014 Q3	$240K	Hold	1,200	–	–	0.06%	310
2014 Q2	$246K	Hold	1,200	–	–	0.06%	317
2014 Q1	$240K	Hold	1,200	–	–	0.06%	316
2013 Q4	$258K	Hold	1,200	–	–	0.06%	305
2013 Q3	$219K	Hold	1,200	–	–	0.06%	350
2013 Q2	$197K	Buy	+1,200	New	+$190K	0.05%	345

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

E. Ohman J:or Asset Management's AMG Position: Q4 2019 in Review

E. Ohman J:or Asset Management sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 3,100 shares — an estimated $258K sold.

E. Ohman J:or Asset Management first reported a position in AMG in Q2 2013 and held it in 23 quarters. The position peaked at $312K in Q2 2018. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

E. Ohman J:or Asset Management reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
E. Ohman J:or Asset Management sold 3,100 Affiliated Managers Group shares in Q4 2019, an estimated $258K.
E. Ohman J:or Asset Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 23 quarters.
E. Ohman J:or Asset Management's Affiliated Managers Group position peaked at $312K in Q2 2018.
346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2019, filed 5 Apr 2024.