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Fox Run Management’s Affiliated Managers Group AMG Stock Holding History

Fox Run Management’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
Q4 		– Sell
-2,840
Closed -$505K – 845
2024
Q3 		$505K Buy
2,840
+451
+19% +$76.6K 0.11% 352
2024
Q2 		$373K Buy
2,389
+356
+18% +$56.7K 0.07% 501
2024
Q1 		$340K Sell
2,033
-4,887
-71% -$760K 0.07% 493
2023
Q4 		$1.05M Buy
6,920
+3,686
+114% +$495K 0.27% 73
2023
Q3 		$422K Buy
+3,234
New +$452K 0.12% 322
2021
Q4 		– Sell
-1,494
Closed -$226K – 461
2021
Q3 		$226K Sell
1,494
-1,593
-52% -$261K 0.14% 338
2021
Q2 		$476K Buy
+3,087
New +$492K 0.43% 54
2020
Q3 		– Sell
-3,369
Closed -$251K – 167
2020
Q2 		$251K Buy
+3,369
New +$228K 0.33% 154
2019
Q4 		– Sell
-5,437
Closed -$453K – 374
2019
Q3 		$453K Buy
+5,437
New +$454K 0.41% 54
2018
Q4 		– Sell
-1,932
Closed -$264K – 498
2018
Q3 		$264K Buy
+1,932
New +$285K 0.12% 392

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fox Run Management's AMG Position: Q4 2024 in Review

Fox Run Management sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 2,840 shares — an estimated $505K sold.

Fox Run Management first reported a position in AMG in Q3 2018 and held it in 10 quarters. The position peaked at $1.05M in Q4 2023. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • Fox Run Management reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • Fox Run Management sold 2,840 Affiliated Managers Group shares in Q4 2024, an estimated $505K.
  • Fox Run Management first reported a position in Affiliated Managers Group in Q3 2018 and held it in 10 quarters.
  • Fox Run Management's Affiliated Managers Group position peaked at $1.05M in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Fox Run Management's 13F filing for Q4 2024, filed 11 Feb 2025.