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INVST’s Affiliated Managers Group AMG Stock Holding History

INVST’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
Q1 		– Sell
-5,306
Closed -$981K – 277
2024
Q4 		$981K Buy
5,306
+107
+2% +$20K 0.12% 117
2024
Q3 		$924K Sell
5,199
-9
-0.2% -$1.53K 0.11% 114
2024
Q2 		$807K Buy
5,208
+310
+6% +$49.4K 0.09% 121
2024
Q1 		$813K Buy
+4,898
New +$761K 0.1% 122

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

INVST's AMG Position: Q1 2025 in Review

INVST sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 5,306 shares — an estimated $981K sold.

INVST first reported a position in AMG in Q1 2024 and held it in 4 quarters. The position peaked at $981K in Q4 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • INVST reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • INVST sold 5,306 Affiliated Managers Group shares in Q1 2025, an estimated $981K.
  • INVST first reported a position in Affiliated Managers Group in Q1 2024 and held it in 4 quarters.
  • INVST's Affiliated Managers Group position peaked at $981K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.