Edgestream Partners’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Sell	5,444 -25,015	-82%	-$7.54M	0.05%	559
2025 Q4	$8.78M	Buy	30,459 +2,366	+8%	+$612K	0.25%	88
2025 Q3	$6.7M	Buy	+28,093	New	+$6.19M	0.2%	167
2025 Q2	–	Sell	-5,920	Closed	-$995K	–	841
2025 Q1	$995K	Buy	5,920 +410	+7%	+$71.5K	0.03%	609
2024 Q4	$1.02M	Buy	5,510 +876	+19%	+$163K	0.04%	563
2024 Q3	$824K	Buy	+4,634	New	+$787K	0.04%	609
2024 Q1	–	Sell	-2,095	Closed	-$317K	–	796
2023 Q4	$317K	Sell	2,095 -2,333	-53%	-$313K	0.02%	709
2023 Q3	$577K	Buy	+4,428	New	+$619K	0.05%	561
2018 Q3	–	Sell	-16,465	Closed	-$2.45M	–	256
2018 Q2	$2.45M	Buy	16,465 +11,531	+234%	+$1.9M	0.5%	67
2018 Q1	$935K	Buy	+4,934	New	+$961K	0.18%	145