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

Jupiter Investment 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
2020 Q2	$38.9M	Buy	521,298 +491,436	+1,646%	+$33.2M	0.62%	41
2020 Q1	$1.77M	Buy	+29,862	New	+$2.24M	0.03%	216
2019 Q4	–	Sell	-153,563	Closed	-$12.8M	–	436
2019 Q3	$12.8M	Sell	153,563 -125,922	-45%	-$10.5M	0.17%	150
2019 Q2	$25.8M	Buy	+279,485	New	+$27.4M	0.26%	101
2018 Q3	–	Sell	-280,975	Closed	-$41.8M	–	363
2018 Q2	$41.8M	Sell	280,975 -189,482	-40%	-$31.2M	0.3%	91
2018 Q1	$89.2M	Buy	+470,457	New	+$91.6M	0.71%	44
2017 Q1	–	Sell	-2,500	Closed	-$363K	–	402
2016 Q4	$363K	Buy	+2,500	New	+$363K	0.01%	282
2015 Q2	–	Sell	-7,317	Closed	-$1.57M	–	267
2015 Q1	$1.57M	Buy	+7,317	New	+$1.54M	0.05%	199
2014 Q4	–	Sell	-8,823	Closed	-$1.77M	–	332
2014 Q3	$1.77M	Sell	8,823 -13,026	-60%	-$2.66M	0.09%	186
2014 Q2	$4.49M	Buy	21,849 +654	+3%	+$126K	0.25%	102
2014 Q1	$4.24M	Sell	21,195 -7,873	-27%	-$1.55M	0.29%	99
2013 Q4	$6.3M	Buy	+29,068	New	+$5.8M	0.53%	60

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jupiter Investment Management's AMG Position: Q2 2020 in Review

Jupiter Investment Management increased its Affiliated Managers Group (AMG) stake by 1,646% in Q2 2020, buying an estimated $33.2M and bringing the position to 521,298 shares worth $38.9M. The position accounts for 0.62% of the portfolio, ranked #41.

Jupiter Investment Management first reported a position in AMG in Q4 2013 and has held it in 12 quarters since. The position peaked at $89.2M in Q1 2018. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

Jupiter Investment Management held 521,298 shares of Affiliated Managers Group worth $38.9M as of Q2 2020.
Jupiter Investment Management bought 491,436 Affiliated Managers Group shares in Q2 2020, an estimated $33.2M.
Affiliated Managers Group made up 0.62% of Jupiter Investment Management's portfolio in Q2 2020, its #41 holding.
Jupiter Investment Management first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 12 quarters since.
Jupiter Investment Management's Affiliated Managers Group position peaked at $89.2M in Q1 2018.
291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.