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Empire Life Investments’s Affiliated Managers Group AMG Stock Holding History

Empire Life Investments’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
2021
Q1 		– Sell
-57,858
Closed -$5.88M – 107
2020
Q4 		$5.88M Sell
57,858
-5,178
-8% -$447K 0.42% 60
2020
Q3 		$4.31M Buy
63,036
+15,363
+32% +$1.07M 0.35% 59
2020
Q2 		$3.55M Sell
47,673
-22,350
-32% -$1.51M 0.31% 57
2020
Q1 		$4.14M Buy
70,023
+12,589
+22% +$943K 0.38% 57
2019
Q4 		$4.87M Sell
57,434
-113,496
-66% -$9.31M 0.37% 59
2019
Q3 		$14.2M Sell
170,930
-214,797
-56% -$17.9M 1.19% 36
2019
Q2 		$35.5M Buy
385,727
+27,516
+8% +$2.7M 2.87% 5
2019
Q1 		$38.4M Buy
358,211
+15,723
+5% +$1.67M 3.21% 3
2018
Q4 		$33.4M Buy
342,488
+84,687
+33% +$9.56M 3% 4
2018
Q3 		$35.2M Buy
257,801
+127,827
+98% +$18.9M 2.69% 6
2018
Q2 		$19.3M Buy
+129,974
New +$21.4M 1.39% 29
2017
Q2 		– Sell
-27,426
Closed -$4.5M – 101
2017
Q1 		$4.5M Buy
+27,426
New +$4.34M 0.44% 59

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Empire Life Investments's AMG Position: Q1 2021 in Review

Empire Life Investments sold out of Affiliated Managers Group (AMG) in Q1 2021, closing a stake of 57,858 shares — an estimated $5.88M sold.

Empire Life Investments first reported a position in AMG in Q1 2017 and held it in 12 quarters. The position peaked at $38.4M in Q1 2019. 319 funds tracked by Wall St. Rank hold AMG as of Q1 2021.

  • Empire Life Investments reported no remaining Affiliated Managers Group position as of Q1 2021 after selling out during the quarter.
  • Empire Life Investments sold 57,858 Affiliated Managers Group shares in Q1 2021, an estimated $5.88M.
  • Empire Life Investments first reported a position in Affiliated Managers Group in Q1 2017 and held it in 12 quarters.
  • Empire Life Investments's Affiliated Managers Group position peaked at $38.4M in Q1 2019.
  • 319 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2021.

Based on Empire Life Investments's 13F filing for Q1 2021, filed 29 Apr 2021.