EARNEST Partners’s Affiliated Managers Group AMG Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-19	Closed	-$2.48K	–	332
2023 Q3	$2.48K	Hold	19	–	–	﹤0.01%	969
2023 Q2	$2.85K	Hold	19	–	–	﹤0.01%	938
2023 Q1	$2.71K	Hold	19	–	–	﹤0.01%	940
2022 Q4	$3.01K	Hold	19	–	–	﹤0.01%	923
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	943
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	960
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	923
2021 Q4	$3K	Hold	19	–	–	﹤0.01%	944
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	938
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	953
2021 Q1	$3K	Hold	19	–	–	﹤0.01%	944
2020 Q4	$2K	Hold	19	–	–	﹤0.01%	989
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	1026
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	1007
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	956
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	974
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	957
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	972
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	977
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	939
2018 Q3	$3K	Hold	19	–	–	﹤0.01%	905
2018 Q2	$3K	Hold	19	–	–	﹤0.01%	906
2018 Q1	$4K	Hold	19	–	–	﹤0.01%	793
2017 Q4	$4K	Buy	+19	New	+$3.68K	﹤0.01%	789
2017 Q1	–	Sell	-19	Closed	-$3K	–	273
2016 Q4	$3K	Buy	+19	New	+$2.76K	﹤0.01%	796

Other funds holding AMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners's AMG Position: Q4 2023 in Review

EARNEST Partners sold out of Affiliated Managers Group (AMG) in Q4 2023, closing a stake of 19 shares — an estimated $2.48K sold.

EARNEST Partners first reported a position in AMG in Q4 2016 and held it in 25 quarters. The position peaked at $4K in Q1 2018. 384 funds tracked by Wall St. Rank hold AMG as of Q4 2023.

EARNEST Partners reported no remaining Affiliated Managers Group position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 19 Affiliated Managers Group shares in Q4 2023, an estimated $2.48K.
EARNEST Partners first reported a position in Affiliated Managers Group in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Affiliated Managers Group position peaked at $4K in Q1 2018.
384 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.