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FORA Capital’s Affiliated Managers Group AMG Stock Holding History

FORA Capital’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 		$3.84M Buy
+13,878
New +$4.18M 0.28% 103
2024
Q1 		– Sell
-2,902
Closed -$439K – 399
2023
Q4 		$439K Buy
+2,902
New +$390K 0.04% 352
2023
Q1 		– Sell
-4,820
Closed -$764K – 511
2022
Q4 		$764K Buy
+4,820
New +$682K 0.12% 200
2021
Q3 		– Sell
-295
Closed -$45K – 367
2021
Q2 		$45K Buy
+295
New +$47.1K 0.01% 727
2021
Q1 		– Sell
-2,748
Closed -$279K – 758
2020
Q4 		$279K Buy
+2,748
New +$237K 0.04% 431
2020
Q3 		– Sell
-1,160
Closed -$86K – 644
2020
Q2 		$86K Buy
+1,160
New +$78.4K 0.03% 532

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return