IIC
AMG icon

Integrated Investment Consultants’s Affiliated Managers Group AMG Stock Holding History

Integrated Investment Consultants’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
-1,200
Closed -$213K – 302
2024
Q3 		$213K Hold
1,200
– – 0.05% 278
2024
Q2 		$201K Hold
1,200
– – 0.06% 252
2024
Q1 		$201K Sell
1,200
-150
-11% -$23.3K 0.06% 252
2023
Q4 		$204K Buy
+1,350
New +$181K 0.06% 227
2023
Q3 		– Sell
-1,350
Closed -$202K – 235
2023
Q2 		$202K Buy
+1,350
New +$193K 0.06% 250
2023
Q1 		– Sell
-1,350
Closed -$214K – 279
2022
Q4 		$214K Buy
+1,350
New +$191K 0.07% 226
2022
Q2 		– Sell
-1,875
Closed -$264K – 245
2022
Q1 		$264K Sell
1,875
-25
-1% -$3.59K 0.07% 243
2021
Q4 		$313K Sell
1,900
-325
-15% -$54.5K 0.08% 222
2021
Q3 		$336K Sell
2,225
-50
-2% -$8.19K 0.1% 192
2021
Q2 		$351K Buy
2,275
+625
+38% +$99.7K 0.1% 189
2021
Q1 		$246K Buy
+1,650
New +$216K 0.08% 214
2020
Q1 		– Sell
-2,530
Closed -$214K – 148
2019
Q4 		$214K Sell
2,530
-309
-11% -$25.3K 0.09% 162
2019
Q3 		$237K Buy
2,839
+439
+18% +$36.7K 0.12% 129
2019
Q2 		$221K Buy
2,400
+525
+28% +$51.5K 0.11% 130
2019
Q1 		$201K Buy
+1,875
New +$199K 0.11% 138
2018
Q2 		– Sell
-1,256
Closed -$238K – 189
2018
Q1 		$238K Buy
+1,256
New +$245K 0.09% 147
2017
Q3 		$233K Hold
1,225
– – 0.1% 133
2017
Q2 		$203K Hold
1,225
– – 0.09% 148
2017
Q1 		$201K Hold
1,225
– – 0.09% 148
2016
Q4 		$178K Hold
1,225
– – 0.09% 161
2016
Q3 		$175K Hold
1,225
– – 0.09% 152
2016
Q2 		$172K Hold
1,225
– – 0.1% 154
2016
Q1 		$193K Buy
+1,225
New +$171K 0.11% 120

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

Integrated Investment Consultants's AMG Position: Q4 2024 in Review

Integrated Investment Consultants sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 1,200 shares — an estimated $213K sold.

Integrated Investment Consultants first reported a position in AMG in Q1 2016 and held it in 23 quarters. The position peaked at $351K in Q2 2021. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • Integrated Investment Consultants reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,200 Affiliated Managers Group shares in Q4 2024, an estimated $213K.
  • Integrated Investment Consultants first reported a position in Affiliated Managers Group in Q1 2016 and held it in 23 quarters.
  • Integrated Investment Consultants's Affiliated Managers Group position peaked at $351K in Q2 2021.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.