JO
AMG icon

John Overdeck’s Affiliated Managers Group AMG Stock Holding History

John Overdeck’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
2021
Q1 		– Sell
-4,800
Closed -$488K – 3778
2020
Q4 		$488K Buy
+4,800
New +$415K ﹤0.01% 2537
2020
Q1 		– Sell
-3,900
Closed -$330K – 3046
2019
Q4 		$330K Sell
3,900
-2,600
-40% -$213K ﹤0.01% 3114
2019
Q3 		$542K Buy
+6,500
New +$543K ﹤0.01% 2495
2018
Q4 		– Sell
-7,000
Closed -$957K – 2951
2018
Q3 		$957K Sell
7,000
-2,000
-22% -$295K ﹤0.01% 2010
2018
Q2 		$1.34M Buy
9,000
+7,000
+350% +$1.15M ﹤0.01% 1920
2018
Q1 		$379K Sell
2,000
-6,000
-75% -$1.17M ﹤0.01% 2644
2017
Q4 		$1.64M Sell
8,000
-6,900
-46% -$1.34M 0.01% 1616
2017
Q3 		$2.83M Buy
14,900
+1,300
+10% +$231K 0.01% 1121
2017
Q2 		$2.26M Sell
13,600
-1,800
-12% -$287K 0.01% 1339
2017
Q1 		$2.52M Buy
15,400
+10,100
+191% +$1.6M 0.01% 1319
2016
Q4 		$770K Sell
5,300
-16,900
-76% -$2.45M ﹤0.01% 2200
2016
Q3 		$3.21M Buy
+22,200
New +$3.18M 0.01% 1153

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's AMG Position: Q2 2026 in Review

John Overdeck increased its Affiliated Managers Group (AMG) stake by 9.3% in Q2 2026, buying an estimated $147K and bringing the position to 5,575 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

John Overdeck first reported a position in AMG in Q2 2013 and has held it in 33 quarters since. The position peaked at $51.8M in Q4 2018. 560 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • John Overdeck held 5,575 shares of Affiliated Managers Group worth $1.89M as of Q2 2026.
  • John Overdeck bought 475 Affiliated Managers Group shares in Q2 2026, an estimated $147K.
  • Affiliated Managers Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3037 holding.
  • John Overdeck first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 33 quarters since.
  • John Overdeck's Affiliated Managers Group position peaked at $51.8M in Q4 2018.
  • 560 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.