HA
AMG icon

HHLR Advisors’s Affiliated Managers Group AMG Stock Holding History

HHLR Advisors’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
2022
Q1 		– Sell
-335,073
Closed -$55.1M – 66
2021
Q4 		$55.1M Hold
335,073
– – 0.85% 22
2021
Q3 		$50.6M Hold
335,073
– – 0.66% 24
2021
Q2 		$51.7M Hold
335,073
– – 0.53% 29
2021
Q1 		$49.9M Hold
335,073
– – 0.49% 29
2020
Q4 		$34.1M Hold
335,073
– – 0.27% 46
2020
Q3 		$22.9M Hold
335,073
– – 0.17% 45
2020
Q2 		$25M Buy
335,073
+28,430
+9% +$1.92M 0.23% 41
2020
Q1 		$18.1M Buy
306,643
+235,298
+330% +$17.6M 0.24% 38
2019
Q4 		$6.05M Buy
+71,345
New +$5.85M 0.08% 48

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HHLR Advisors's AMG Position: Q1 2022 in Review

HHLR Advisors sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 335,073 shares — an estimated $55.1M sold.

HHLR Advisors first reported a position in AMG in Q4 2019 and held it in 9 quarters. The position peaked at $55.1M in Q4 2021. 335 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • HHLR Advisors reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • HHLR Advisors sold 335,073 Affiliated Managers Group shares in Q1 2022, an estimated $55.1M.
  • HHLR Advisors first reported a position in Affiliated Managers Group in Q4 2019 and held it in 9 quarters.
  • HHLR Advisors's Affiliated Managers Group position peaked at $55.1M in Q4 2021.
  • 335 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on HHLR Advisors's 13F filing for Q1 2022, filed 16 May 2022.