First Manhattan’s Affiliated Managers Group AMG Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-23	Closed	-$4.02K	–	687
2024 Q1	$4.02K	Hold	23	–	–	﹤0.01%	1219
2023 Q4	$3.63K	Buy	+23	New	+$3.09K	﹤0.01%	1231
2022 Q4	–	Sell	-127	Closed	-$14K	–	1686
2022 Q3	$14K	Hold	127	–	–	﹤0.01%	1147
2022 Q2	$14K	Buy	127 +47	+59%	+$6.05K	﹤0.01%	1169
2022 Q1	$11K	Hold	80	–	–	﹤0.01%	1251
2021 Q4	$13K	Hold	80	–	–	﹤0.01%	1235
2021 Q3	$12K	Hold	80	–	–	﹤0.01%	1240
2021 Q2	$12K	Hold	80	–	–	﹤0.01%	1241
2021 Q1	$11K	Buy	+80	New	+$10.5K	﹤0.01%	1212
2018 Q1	–	Sell	-210	Closed	-$43K	–	1368
2017 Q4	$43K	Hold	210	–	–	﹤0.01%	1028
2017 Q3	$39K	Hold	210	–	–	﹤0.01%	1006
2017 Q2	$34K	Hold	210	–	–	﹤0.01%	1005
2017 Q1	$34K	Hold	210	–	–	﹤0.01%	1011
2016 Q4	$30K	Hold	210	–	–	﹤0.01%	1003
2016 Q3	$30K	Hold	210	–	–	﹤0.01%	1014
2016 Q2	$29K	Sell	210 -395	-65%	-$64.7K	﹤0.01%	1046
2016 Q1	$98K	Hold	605	–	–	﹤0.01%	791
2015 Q4	$96K	Hold	605	–	–	﹤0.01%	822
2015 Q3	$103K	Hold	605	–	–	﹤0.01%	797
2015 Q2	$132K	Hold	605	–	–	﹤0.01%	770
2015 Q1	$129K	Hold	605	–	–	﹤0.01%	778
2014 Q4	$128K	Buy	+605	New	+$120K	﹤0.01%	788
2014 Q2	–	Sell	-39	Closed	-$7K	–	1408
2014 Q1	$7K	Hold	39	–	–	﹤0.01%	1224
2013 Q4	$8K	Hold	39	–	–	﹤0.01%	1185
2013 Q3	$7K	Buy	+39	New	+$6.93K	﹤0.01%	1197

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

First Manhattan's AMG Position: Q2 2024 in Review

First Manhattan sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 23 shares — an estimated $4.02K sold.

First Manhattan first reported a position in AMG in Q3 2013 and held it in 25 quarters. The position peaked at $132K in Q2 2015. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

First Manhattan reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 23 Affiliated Managers Group shares in Q2 2024, an estimated $4.02K.
First Manhattan first reported a position in Affiliated Managers Group in Q3 2013 and held it in 25 quarters.
First Manhattan's Affiliated Managers Group position peaked at $132K in Q2 2015.
405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.