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Foundry Partners’s Affiliated Managers Group AMG Stock Holding History

Foundry Partners’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
2025
Q1 		$665K Buy
3,957
+47
+1% +$8.19K 0.04% 220
2024
Q4 		$723K Buy
3,910
+129
+3% +$24.1K 0.04% 224
2024
Q3 		$672K Buy
3,781
+110
+3% +$18.7K 0.03% 225
2024
Q2 		$574K Buy
+3,671
New +$584K 0.03% 225
2023
Q1 		– Sell
-51,392
Closed -$8.14M – 313
2022
Q4 		$8.14M Buy
51,392
+5,535
+12% +$783K 0.45% 55
2022
Q3 		$5.13M Buy
45,857
+350
+0.8% +$43.9K 0.32% 69
2022
Q2 		$5.31M Buy
45,507
+751
+2% +$96.7K 0.32% 69
2022
Q1 		$6.31M Sell
44,756
-74,467
-62% -$10.7M 0.32% 63
2021
Q4 		$19.6M Buy
119,223
+22,613
+23% +$3.79M 0.69% 45
2021
Q3 		$14.6M Sell
96,610
-4,754
-5% -$778K 0.52% 72
2021
Q2 		$15.6M Sell
101,364
-3,304
-3% -$527K 0.54% 62
2021
Q1 		$15.6M Sell
104,668
-2,977
-3% -$389K 0.51% 66
2020
Q4 		$10.9M Buy
+107,645
New +$9.3M 0.43% 90
2014
Q2 		– Sell
-34,937
Closed -$6.99M – 257
2014
Q1 		$6.99M Sell
34,937
-10,138
-22% -$1.99M 0.65% 63
2013
Q4 		$9.78M Buy
+45,075
New +$8.99M 0.88% 27

Other funds holding AMG

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
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Foundry Partners's AMG Position: Q1 2025 in Review

Foundry Partners increased its Affiliated Managers Group (AMG) stake by 1.2% in Q1 2025, buying an estimated $8.19K and bringing the position to 3,957 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #220.

Foundry Partners first reported a position in AMG in Q4 2013 and has held it in 15 quarters since. The position peaked at $19.6M in Q4 2021. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Foundry Partners held 3,957 shares of Affiliated Managers Group worth $665K as of Q1 2025.
  • Foundry Partners bought 47 Affiliated Managers Group shares in Q1 2025, an estimated $8.19K.
  • Affiliated Managers Group made up 0.04% of Foundry Partners's portfolio in Q1 2025, its #220 holding.
  • Foundry Partners first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 15 quarters since.
  • Foundry Partners's Affiliated Managers Group position peaked at $19.6M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.