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Junto Capital Management’s Affiliated Managers Group AMG Stock Holding History

Junto Capital 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
-246,664
Closed -$37M – 72
2023
Q2 		$37M Buy
246,664
+46,703
+23% +$6.69M 0.94% 44
2023
Q1 		$28.5M Buy
+199,961
New +$31.6M 0.79% 57
2016
Q2 		– Sell
-147,189
Closed -$23.9M – 23
2016
Q1 		$23.9M Buy
+147,189
New +$20.5M 4.09% 15

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Junto Capital Management's AMG Position: Q3 2023 in Review

Junto Capital Management sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 246,664 shares — an estimated $37M sold.

Junto Capital Management first reported a position in AMG in Q1 2016 and held it in 3 quarters. The position peaked at $37M in Q2 2023. 358 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • Junto Capital Management reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
  • Junto Capital Management sold 246,664 Affiliated Managers Group shares in Q3 2023, an estimated $37M.
  • Junto Capital Management first reported a position in Affiliated Managers Group in Q1 2016 and held it in 3 quarters.
  • Junto Capital Management's Affiliated Managers Group position peaked at $37M in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

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