Evergreen Capital Management’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,428	Closed	-$240K	–	1132
2025 Q1	$240K	Sell	1,428 -88	-6%	-$14.8K	0.01%	885
2024 Q4	$280K	Buy	1,516 +15	+1%	+$2.77K	0.01%	771
2024 Q3	$267K	Buy	+1,501	New	+$267K	0.01%	774