Jupiter Asset Management’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Buy	5,660 +4,041	+250%	+$1.22M	0.01%	411
2025 Q4	$467K	Hold	1,619	–	–	﹤0.01%	376
2025 Q3	$386K	Buy	+1,619	New	+$357K	﹤0.01%	385
2023 Q4	–	Sell	-32,242	Closed	-$4.2M	–	459
2023 Q3	$4.2M	Sell	32,242 -10,485	-25%	-$1.47M	0.05%	263
2023 Q2	$6.41M	Sell	42,727 -34,632	-45%	-$4.96M	0.07%	260
2023 Q1	$11M	Buy	77,359 +13,259	+21%	+$2.09M	0.15%	171
2022 Q4	$10.2M	Sell	64,100 -110,974	-63%	-$15.7M	0.15%	176
2022 Q3	$19.6M	Sell	175,074 -65,168	-27%	-$8.18M	0.3%	91
2022 Q2	$28M	Sell	240,242 -112,917	-32%	-$14.5M	0.39%	70
2022 Q1	$49.8M	Sell	353,159 -12,219	-3%	-$1.76M	0.59%	40
2021 Q4	$60.2M	Sell	365,378 -31,312	-8%	-$5.25M	0.66%	33
2021 Q3	$59.9M	Sell	396,690 -17,219	-4%	-$2.82M	0.68%	27
2021 Q2	$63.8M	Sell	413,909 -56,907	-12%	-$9.08M	0.66%	38
2021 Q1	$70.1M	Sell	470,816 -32,535	-6%	-$4.25M	0.69%	28
2020 Q4	$51.2M	Sell	503,351 -51,880	-9%	-$4.48M	0.52%	46
2020 Q3	$38M	Buy	+555,231	New	+$38.8M	0.4%	62
2014 Q1	–	Sell	-54,145	Closed	-$11.7M	–	237
2013 Q4	$11.7M	Buy	+54,145	New	+$10.8M	0.46%	80