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Harvest Investment Services’s Affiliated Managers Group AMG Stock Holding History

Harvest Investment Services’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
2021
Q2 		– Sell
-3,648
Closed -$543K – 285
2021
Q1 		$543K Buy
+3,648
New +$477K 0.24% 122

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Investment Services's AMG Position: Q2 2021 in Review

Harvest Investment Services sold out of Affiliated Managers Group (AMG) in Q2 2021, closing a stake of 3,648 shares — an estimated $543K sold.

Harvest Investment Services first reported a position in AMG in Q1 2021 and held it in 1 quarter. The position peaked at $543K in Q1 2021. 339 funds tracked by Wall St. Rank hold AMG as of Q2 2021.

  • Harvest Investment Services reported no remaining Affiliated Managers Group position as of Q2 2021 after selling out during the quarter.
  • Harvest Investment Services sold 3,648 Affiliated Managers Group shares in Q2 2021, an estimated $543K.
  • Harvest Investment Services first reported a position in Affiliated Managers Group in Q1 2021 and held it in 1 quarter.
  • Harvest Investment Services's Affiliated Managers Group position peaked at $543K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2021.

Based on Harvest Investment Services's 13F filing for Q2 2021, filed 10 Aug 2021.