JWM
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Jackson Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Jackson Wealth Management’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
2023
Q3 		– Sell
-2,727
Closed -$409K – 146
2023
Q2 		$409K Buy
2,727
+11
+0.4% +$1.57K 0.06% 102
2023
Q1 		$387K Buy
+2,716
New +$429K 0.29% 96

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Jackson Wealth Management's AMG Position: Q3 2023 in Review

Jackson Wealth Management sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 2,727 shares — an estimated $409K sold.

Jackson Wealth Management first reported a position in AMG in Q1 2023 and held it in 2 quarters. The position peaked at $409K in Q2 2023. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • Jackson Wealth Management reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 2,727 Affiliated Managers Group shares in Q3 2023, an estimated $409K.
  • Jackson Wealth Management first reported a position in Affiliated Managers Group in Q1 2023 and held it in 2 quarters.
  • Jackson Wealth Management's Affiliated Managers Group position peaked at $409K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.