Fidelity Investments’s Affiliated Managers Group AMG Stock Holding History

Fidelity 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
2026 Q1	$49.8M	Sell	179,975 -1,867	-1%	-$563K	﹤0.01%	1444
2025 Q4	$52.4M	Sell	181,842 -1,863	-1%	-$482K	﹤0.01%	1422
2025 Q3	$43.8M	Sell	183,705 -2,280	-1%	-$503K	﹤0.01%	1482
2025 Q2	$36.6M	Sell	185,985 -16,606	-8%	-$2.88M	﹤0.01%	1494
2025 Q1	$34M	Sell	202,591 -10,809	-5%	-$1.88M	﹤0.01%	1505
2024 Q4	$39.5M	Sell	213,400 -14,101	-6%	-$2.63M	﹤0.01%	1476
2024 Q3	$40.4M	Sell	227,501 -311,618	-58%	-$52.9M	﹤0.01%	1464
2024 Q2	$84.2M	Sell	539,119 -1,136,301	-68%	-$181M	0.01%	1114
2024 Q1	$281M	Buy	1,675,420 +4,977	+0.3%	+$774K	0.02%	655
2023 Q4	$253M	Buy	1,670,443 +88,098	+6%	+$11.8M	0.02%	657
2023 Q3	$206M	Sell	1,582,345 -107,798	-6%	-$15.1M	0.02%	687
2023 Q2	$253M	Sell	1,690,143 -2,961	-0.2%	-$424K	0.02%	638
2023 Q1	$241M	Buy	1,693,104 +129,705	+8%	+$20.5M	0.02%	638
2022 Q4	$248M	Sell	1,563,399 -1,746	-0.1%	-$247K	0.02%	613
2022 Q3	$175M	Sell	1,565,145 -18,809	-1%	-$2.36M	0.02%	724
2022 Q2	$185M	Sell	1,583,954 -38,554	-2%	-$4.96M	0.02%	722
2022 Q1	$229M	Buy	1,622,508 +53,651	+3%	+$7.71M	0.02%	709
2021 Q4	$258M	Buy	1,568,857 +8,128	+0.5%	+$1.36M	0.02%	701
2021 Q3	$236M	Buy	1,560,729 +64,751	+4%	+$10.6M	0.02%	734
2021 Q2	$231M	Buy	1,495,978 +40,032	+3%	+$6.39M	0.02%	759
2021 Q1	$217M	Sell	1,455,946 -4,553	-0.3%	-$595K	0.02%	753
2020 Q4	$149M	Sell	1,460,499 -89,089	-6%	-$7.69M	0.01%	867
2020 Q3	$106M	Sell	1,549,588 -5,384	-0.3%	-$376K	0.01%	878
2020 Q2	$116M	Sell	1,554,972 -473,254	-23%	-$32M	0.01%	817
2020 Q1	$120M	Buy	2,028,226 +273,063	+16%	+$20.5M	0.02%	690
2019 Q4	$149M	Buy	1,755,163 +317,089	+22%	+$26M	0.02%	754
2019 Q3	$120M	Buy	1,438,074 +507,259	+54%	+$42.4M	0.01%	813
2019 Q2	$85.8M	Buy	930,815 +235,953	+34%	+$23.2M	0.01%	981
2019 Q1	$74.4M	Buy	694,862 +364,904	+111%	+$38.8M	0.01%	1029
2018 Q4	$32.2M	Buy	329,958 +45,162	+16%	+$5.1M	﹤0.01%	1361
2018 Q3	$38.9M	Sell	284,796 -302,207	-51%	-$44.6M	﹤0.01%	1389
2018 Q2	$87.3M	Sell	587,003 -408,057	-41%	-$67.3M	0.01%	1015
2018 Q1	$189M	Sell	995,060 -192,302	-16%	-$37.5M	0.02%	712
2017 Q4	$244M	Sell	1,187,362 -100,714	-8%	-$19.5M	0.03%	617
2017 Q3	$245M	Buy	1,288,076 +141,719	+12%	+$25.2M	0.03%	600
2017 Q2	$190M	Buy	1,146,357 +289,885	+34%	+$46.3M	0.02%	695
2017 Q1	$140M	Buy	856,472 +103,069	+14%	+$16.3M	0.02%	846
2016 Q4	$109M	Buy	753,403 +392,642	+109%	+$57M	0.01%	943
2016 Q3	$52.2M	Buy	360,761 +155,189	+75%	+$22.2M	0.01%	1272
2016 Q2	$28.9M	Sell	205,572 -121,828	-37%	-$19.9M	﹤0.01%	1509
2016 Q1	$53.2M	Sell	327,400 -126,352	-28%	-$17.6M	0.01%	1226
2015 Q4	$72.5M	Sell	453,752 -153,732	-25%	-$26.4M	0.01%	1103
2015 Q3	$104M	Sell	607,484 -13,461	-2%	-$2.65M	0.01%	943
2015 Q2	$136M	Sell	620,945 -35,395	-5%	-$7.87M	0.02%	888
2015 Q1	$141M	Sell	656,340 -272,323	-29%	-$57.5M	0.02%	870
2014 Q4	$197M	Sell	928,663 -353,121	-28%	-$70.1M	0.03%	686
2014 Q3	$257M	Sell	1,281,784 -131,058	-9%	-$26.7M	0.03%	538
2014 Q2	$290M	Sell	1,412,842 -170,784	-11%	-$33M	0.04%	499
2014 Q1	$317M	Buy	1,583,626 +233,488	+17%	+$45.9M	0.04%	446
2013 Q4	$293M	Buy	1,350,138 +247,618	+22%	+$49.4M	0.04%	463
2013 Q3	$201M	Sell	1,102,520 -333,104	-23%	-$59.2M	0.03%	607
2013 Q2	$235M	Buy	+1,435,624	New	+$227M	0.04%	513