First Manhattan’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

First Manhattan’s Portfolio AMK Stock Details AMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7	Closed	-$175	–	1599
2023 Q3	$175	Buy	+7	New	+$199	﹤0.01%	1437

Other funds holding AMK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Manhattan's AMK Position: Q4 2023 in Review

First Manhattan sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2023, closing a stake of 7 shares — an estimated $175 sold.

First Manhattan first reported a position in AMK in Q3 2023 and held it in 1 quarter. The position peaked at $175 in Q3 2023. 130 funds tracked by Wall St. Rank hold AMK as of Q4 2023.

First Manhattan reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
First Manhattan sold 7 AssetMark Financial Holdings, Inc. shares in Q4 2023, an estimated $175.
First Manhattan first reported a position in AssetMark Financial Holdings, Inc. in Q3 2023 and held it in 1 quarter.
First Manhattan's AssetMark Financial Holdings, Inc. position peaked at $175 in Q3 2023.
130 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.