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Interval Partners’s Affiliated Managers Group AMG Stock Holding History

Interval Partners’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
2025
Q4 		– Sell
-6,703
Closed -$1.6M – 318
2025
Q3 		$1.6M Sell
6,703
-15,913
-70% -$3.51M 0.03% 330
2025
Q2 		$4.45M Buy
+22,616
New +$3.92M 0.08% 215
2020
Q2 		– Sell
-11,827
Closed -$699K – 221
2020
Q1 		$699K Sell
11,827
-39,410
-77% -$2.95M 0.05% 164
2019
Q4 		$4.34M Buy
51,237
+6,126
+14% +$502K 0.16% 145
2019
Q3 		$3.76M Buy
45,111
+22,455
+99% +$1.88M 0.15% 147
2019
Q2 		$2.09M Buy
+22,656
New +$2.22M 0.08% 159
2019
Q1 		– Sell
-16,214
Closed -$1.58M – 185
2018
Q4 		$1.58M Sell
16,214
-17,812
-52% -$2.01M 0.08% 157
2018
Q3 		$4.65M Sell
34,026
-23,972
-41% -$3.54M 0.19% 121
2018
Q2 		$8.62M Sell
57,998
-51,510
-47% -$8.49M 0.32% 95
2018
Q1 		$20.8M Buy
109,508
+61,743
+129% +$12M 0.94% 29
2017
Q4 		$9.8M Buy
47,765
+8,247
+21% +$1.6M 0.41% 77
2017
Q3 		$7.5M Buy
39,518
+4,223
+12% +$751K 0.34% 79
2017
Q2 		$5.85M Sell
35,295
-18,960
-35% -$3.03M 0.26% 109
2017
Q1 		$8.89M Sell
54,255
-24,554
-31% -$3.89M 0.43% 74
2016
Q4 		$11.5M Sell
78,809
-13,687
-15% -$1.99M 0.69% 45
2016
Q3 		$13.4M Sell
92,496
-80,371
-46% -$11.5M 0.85% 37
2016
Q2 		$24.3M Buy
172,867
+99,857
+137% +$16.3M 1.64% 15
2016
Q1 		$11.9M Buy
73,010
+32,397
+80% +$4.52M 1.02% 29
2015
Q4 		$6.49M Buy
40,613
+18,715
+85% +$3.22M 0.61% 42
2015
Q3 		$3.74M Sell
21,898
-2,357
-10% -$463K 0.48% 54
2015
Q2 		$5.3M Buy
24,255
+6,852
+39% +$1.52M 0.57% 49
2015
Q1 		$3.74M Buy
+17,403
New +$3.67M 0.47% 60

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Interval Partners's AMG Position: Q4 2025 in Review

Interval Partners sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 6,703 shares — an estimated $1.6M sold.

Interval Partners first reported a position in AMG in Q1 2015 and held it in 22 quarters. The position peaked at $24.3M in Q2 2016. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Interval Partners reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Interval Partners sold 6,703 Affiliated Managers Group shares in Q4 2025, an estimated $1.6M.
  • Interval Partners first reported a position in Affiliated Managers Group in Q1 2015 and held it in 22 quarters.
  • Interval Partners's Affiliated Managers Group position peaked at $24.3M in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.