HFM
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Harvest Fund Management’s Affiliated Managers Group AMG Stock Holding History

Harvest Fund 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
Q2 		– Sell
-2
Closed – – 632
2024
Q1 		$0 Hold
2
– – ﹤0.01% 659
2023
Q4 		$0 Hold
2
– – ﹤0.01% 638
2023
Q3 		$0 Sell
2
-427
-100% -$59.7K ﹤0.01% 631
2023
Q2 		$64K Sell
429
-399
-48% -$57.1K 0.01% 394
2023
Q1 		$118K Sell
828
-91
-10% -$14.4K 0.03% 289
2022
Q4 		$146K Buy
919
+156
+20% +$22.1K 0.04% 266
2022
Q3 		$85K Buy
763
+67
+10% +$8.41K 0.02% 325
2022
Q2 		$81K Hold
696
– – 0.02% 342
2022
Q1 		$98K Hold
696
– – 0.02% 352
2021
Q4 		$115K Hold
696
– – 0.02% 308
2021
Q3 		$105K Hold
696
– – 0.02% 270
2021
Q2 		$108K Buy
696
+388
+126% +$61.9K 0.01% 253
2021
Q1 		$45K Buy
+308
New +$40.3K ﹤0.01% 442
2019
Q2 		– Sell
-370
Closed -$40K – 379
2019
Q1 		$40K Buy
+370
New +$39.3K 0.01% 303

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Harvest Fund Management's AMG Position: Q2 2024 in Review

Harvest Fund Management sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 2 shares.

Harvest Fund Management first reported a position in AMG in Q1 2019 and held it in 14 quarters. The position peaked at $146K in Q4 2022. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Harvest Fund Management reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 2 Affiliated Managers Group shares in Q2 2024.
  • Harvest Fund Management first reported a position in Affiliated Managers Group in Q1 2019 and held it in 14 quarters.
  • Harvest Fund Management's Affiliated Managers Group position peaked at $146K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.