FM
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Family Management’s Affiliated Managers Group AMG Stock Holding History

Family Management’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
Q3 		– Sell
-1,627
Closed -$251K – 176
2021
Q2 		$251K Buy
+1,627
New +$260K 0.07% 153

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Family Management's AMG Position: Q3 2021 in Review

Family Management sold out of Affiliated Managers Group (AMG) in Q3 2021, closing a stake of 1,627 shares — an estimated $251K sold.

Family Management first reported a position in AMG in Q2 2021 and held it in 1 quarter. The position peaked at $251K in Q2 2021. 332 funds tracked by Wall St. Rank hold AMG as of Q3 2021.

  • Family Management reported no remaining Affiliated Managers Group position as of Q3 2021 after selling out during the quarter.
  • Family Management sold 1,627 Affiliated Managers Group shares in Q3 2021, an estimated $251K.
  • Family Management first reported a position in Affiliated Managers Group in Q2 2021 and held it in 1 quarter.
  • Family Management's Affiliated Managers Group position peaked at $251K in Q2 2021.
  • 332 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2021.

Based on Family Management's 13F filing for Q3 2021, filed 15 Nov 2021.