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Edgemoor Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Edgemoor Investment Advisors’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
-41,646
Closed -$3.47M – 134
2019
Q3 		$3.47M Sell
41,646
-2,173
-5% -$182K 0.43% 61
2019
Q2 		$4.04M Buy
43,819
+2,056
+5% +$202K 0.51% 57
2019
Q1 		$4.47M Buy
41,763
+6,499
+18% +$690K 0.59% 53
2018
Q4 		$3.44M Sell
35,264
-16,269
-32% -$1.84M 0.51% 54
2018
Q3 		$7.05M Sell
51,533
-609
-1% -$89.9K 0.87% 43
2018
Q2 		$7.75M Buy
52,142
+661
+1% +$109K 1.04% 37
2018
Q1 		$9.76M Buy
51,481
+1,401
+3% +$273K 1.3% 28
2017
Q4 		$10.2M Buy
50,080
+765
+2% +$148K 1.28% 28
2017
Q3 		$9.36M Buy
49,315
+2,036
+4% +$362K 1.27% 30
2017
Q2 		$7.84M Buy
47,279
+2,305
+5% +$368K 1.07% 38
2017
Q1 		$7.37M Buy
44,974
+13,177
+41% +$2.09M 1.05% 39
2016
Q4 		$4.62M Buy
31,797
+21,192
+200% +$3.08M 0.7% 50
2016
Q3 		$1.53M Buy
+10,605
New +$1.52M 0.24% 73

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
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
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

Edgemoor Investment Advisors's AMG Position: Q4 2019 in Review

Edgemoor Investment Advisors sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 41,646 shares — an estimated $3.47M sold.

Edgemoor Investment Advisors first reported a position in AMG in Q3 2016 and held it in 13 quarters. The position peaked at $10.2M in Q4 2017. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

  • Edgemoor Investment Advisors reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 41,646 Affiliated Managers Group shares in Q4 2019, an estimated $3.47M.
  • Edgemoor Investment Advisors first reported a position in Affiliated Managers Group in Q3 2016 and held it in 13 quarters.
  • Edgemoor Investment Advisors's Affiliated Managers Group position peaked at $10.2M in Q4 2017.
  • 346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.