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Handelsinvest Investeringsforvaltning’s Affiliated Managers Group AMG Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$220K Sell
1,313
-681
-34% -$106K 0.11% 246
2023
Q4 		$302K Buy
+1,994
New +$268K 0.12% 261

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Handelsinvest Investeringsforvaltning's AMG Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Affiliated Managers Group (AMG) stake by 34% in Q1 2024, selling an estimated $106K and leaving 1,313 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #246.

Handelsinvest Investeringsforvaltning first reported a position in AMG in Q4 2023 and has held it in 2 quarters since. The position peaked at $302K in Q4 2023. 404 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,313 shares of Affiliated Managers Group worth $220K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 681 Affiliated Managers Group shares in Q1 2024, an estimated $106K.
  • Affiliated Managers Group made up 0.11% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #246 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Affiliated Managers Group position peaked at $302K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.