KI
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Kapitalo Investimentos’s Affiliated Managers Group AMG Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-475
Closed -$87.8K – 93
2024
Q4 		$87.8K Sell
475
-1,079
-69% -$201K 0.06% 174
2024
Q3 		$276K Buy
1,554
+155
+11% +$26.3K 0.07% 107
2024
Q2 		$219K Buy
+1,399
New +$223K 0.07% 141
2024
Q1 		– Sell
-456
Closed -$69K – 281
2023
Q4 		$69K Sell
456
-1,468
-76% -$197K 0.01% 432
2023
Q3 		$251K Buy
1,924
+1,761
+1,080% +$246K 0.03% 234
2023
Q2 		$24.4K Sell
163
-659
-80% -$94.3K ﹤0.01% 443
2023
Q1 		$117K Buy
+822
New +$130K 0.04% 290

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kapitalo Investimentos's AMG Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 475 shares — an estimated $87.8K sold.

Kapitalo Investimentos first reported a position in AMG in Q1 2023 and held it in 7 quarters. The position peaked at $276K in Q3 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 475 Affiliated Managers Group shares in Q1 2025, an estimated $87.8K.
  • Kapitalo Investimentos first reported a position in Affiliated Managers Group in Q1 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's Affiliated Managers Group position peaked at $276K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.