Envestnet Asset Management’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 | $16.9M | Buy |
61,098
+17,984
| +42% | +$5.42M | ﹤0.01% | 1465 |
|
|
2025
Q4 | $12.4M | Sell |
43,114
-19,335
| -31% | -$5M | ﹤0.01% | 1552 |
|
|
2025
Q3 | $14.9M | Buy |
62,449
+3,728
| +6% | +$822K | ﹤0.01% | 1496 |
|
|
2025
Q2 | $11.6M | Buy |
58,721
+4,994
| +9% | +$866K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $9.03M | Buy |
53,727
+8,361
| +18% | +$1.46M | ﹤0.01% | 1736 |
|
|
2024
Q4 | $8.39M | Sell |
45,366
-1,049
| -2% | -$196K | ﹤0.01% | 1767 |
|
|
2024
Q3 | $8.25M | Buy |
46,415
+7,051
| +18% | +$1.2M | ﹤0.01% | 1772 |
|
|
2024
Q2 | $6.15M | Buy |
39,364
+3,518
| +10% | +$560K | ﹤0.01% | 1881 |
|
|
2024
Q1 | $6M | Sell |
35,846
-6,141
| -15% | -$955K | ﹤0.01% | 1851 |
|
|
2023
Q4 | $6.36M | Sell |
41,987
-869
| -2% | -$117K | ﹤0.01% | 1736 |
|
|
2023
Q3 | $5.59M | Buy |
42,856
+23,833
| +125% | +$3.33M | ﹤0.01% | 1719 |
|
|
2023
Q2 | $2.85M | Sell |
19,023
-736,287
| -97% | -$105M | ﹤0.01% | 2064 |
|
|
2023
Q1 | $1.96M | Buy |
755,310
+740,248
| +4,915% | +$117M | ﹤0.01% | 2215 |
|
|
2022
Q4 | $2.39M | Buy |
15,062
+633
| +4% | +$89.5K | ﹤0.01% | 2037 |
|
|
2022
Q3 | $1.61M | Buy |
14,429
+1,052
| +8% | +$132K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $1.56M | Buy |
13,377
+3,879
| +41% | +$499K | ﹤0.01% | 2264 |
|
|
2022
Q1 | $1.34M | Sell |
9,498
-4,548
| -32% | -$653K | ﹤0.01% | 2449 |
|
|
2021
Q4 | $2.31M | Buy |
14,046
+3,508
| +33% | +$588K | ﹤0.01% | 2067 |
|
|
2021
Q3 | $1.59M | Buy |
10,538
+695
| +7% | +$114K | ﹤0.01% | 2243 |
|
|
2021
Q2 | $1.52M | Sell |
9,843
-21,325
| -68% | -$3.4M | ﹤0.01% | 2242 |
|
|
2021
Q1 | $4.64M | Sell |
31,168
-39,783
| -56% | -$5.2M | ﹤0.01% | 1453 |
|
|
2020
Q4 | $7.22M | Sell |
70,951
-9,917
| -12% | -$856K | 0.01% | 1094 |
|
|
2020
Q3 | $5.53M | Buy |
80,868
+5,306
| +7% | +$371K | ﹤0.01% | 1116 |
|
|
2020
Q2 | $5.63M | Buy |
75,562
+5,083
| +7% | +$344K | 0.01% | 1065 |
|
|
2020
Q1 | $4.17M | Buy |
70,479
+60,348
| +596% | +$4.52M | ﹤0.01% | 1086 |
|
|
2019
Q4 | $859K | Sell |
10,131
-357
| -3% | -$29.3K | ﹤0.01% | 2124 |
|
|
2019
Q3 | $874K | Buy |
10,488
+266
| +3% | +$22.2K | ﹤0.01% | 2034 |
|
|
2019
Q2 | $942K | Buy |
10,222
+7,460
| +270% | +$732K | ﹤0.01% | 1981 |
|
|
2019
Q1 | $296K | Sell |
2,762
-343
| -11% | -$36.4K | ﹤0.01% | 2604 |
|
|
2018
Q4 | $303K | Buy |
+3,105
| New | +$351K | ﹤0.01% | 2418 |
|
|
2018
Q3 | – | Sell |
-3,634
| Closed | -$541K | – | 1295 |
|
|
2018
Q2 | $541K | Sell |
3,634
-112
| -3% | -$18.5K | ﹤0.01% | 1287 |
|
|
2018
Q1 | $704K | Sell |
3,746
-12,409
| -77% | -$2.42M | ﹤0.01% | 1067 |
|
|
2017
Q4 | $3.32M | Buy |
16,155
+1,073
| +7% | +$208K | 0.01% | 744 |
|
|
2017
Q3 | $2.86M | Buy |
15,082
+370
| +3% | +$65.8K | 0.01% | 764 |
|
|
2017
Q2 | $2.44M | Buy |
14,712
+4,463
| +44% | +$712K | 0.01% | 839 |
|
|
2017
Q1 | $1.68M | Sell |
10,249
-1,260
| -11% | -$199K | 0.01% | 1017 |
|
|
2016
Q4 | $1.67M | Buy |
11,509
+4,779
| +71% | +$694K | 0.01% | 996 |
|
|
2016
Q3 | $974K | Sell |
6,730
-7,310
| -52% | -$1.05M | ﹤0.01% | 1263 |
|
|
2016
Q2 | $1.98M | Buy |
14,040
+4,312
| +44% | +$706K | 0.01% | 1043 |
|
|
2016
Q1 | $1.58M | Sell |
9,728
-5,093
| -34% | -$711K | 0.01% | 1101 |
|
|
2015
Q4 | $2.37M | Sell |
14,821
-3,611
| -20% | -$621K | 0.01% | 888 |
|
|
2015
Q3 | $3.15M | Buy |
18,432
+1,990
| +12% | +$391K | 0.02% | 744 |
|
|
2015
Q2 | $3.59M | Sell |
16,442
-1,166
| -7% | -$259K | 0.02% | 768 |
|
|
2015
Q1 | $3.78M | Buy |
17,608
+13,614
| +341% | +$2.87M | 0.02% | 680 |
|
|
2014
Q4 | $848K | Sell |
3,994
-1,826
| -31% | -$363K | 0.01% | 571 |
|
|
2014
Q3 | $1.17M | Buy |
5,820
+1,167
| +25% | +$238K | 0.01% | 533 |
|
|
2014
Q2 | $956K | Sell |
4,653
-375
| -7% | -$72.5K | 0.01% | 555 |
|
|
2014
Q1 | $1.01M | Buy |
5,028
+429
| +9% | +$84.3K | 0.01% | 459 |
|
|
2013
Q4 | $997K | Sell |
4,599
-341
| -7% | -$68K | 0.01% | 446 |
|
|
2013
Q3 | $902K | Buy |
4,940
+3,299
| +201% | +$586K | 0.01% | 451 |
|
|
2013
Q2 | $269K | Buy |
+1,641
| New | +$260K | ﹤0.01% | 731 |
|
Other funds holding AMG
VPM
VCM
AI
