KB Financial Partners’s Affiliated Managers Group AMG Stock Holding History

KB Financial Partners’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	$518K	Buy	3,976 +52	+1%	+$7.27K	0.15%	88
2023 Q2	$588K	Buy	3,924 +320	+9%	+$45.8K	0.16%	74
2023 Q1	$513K	Sell	3,604 -27	-0.7%	-$4.27K	0.15%	88
2022 Q4	$575K	Sell	3,631 -113	-3%	-$16K	0.2%	68
2022 Q3	$419K	Buy	3,744 +521	+16%	+$65.4K	0.15%	95
2022 Q2	$376K	Sell	3,223 -37	-1%	-$4.76K	0.13%	99
2022 Q1	$459K	Buy	3,260 +514	+19%	+$73.8K	0.13%	92
2021 Q4	$452K	Sell	2,746 -420	-13%	-$70.4K	0.13%	90
2021 Q3	$478K	Buy	3,166 +704	+29%	+$115K	0.18%	65
2021 Q2	$380K	Buy	2,462 +638	+35%	+$102K	0.14%	84
2021 Q1	$272K	Buy	+1,824	New	+$238K	0.12%	97

Other funds holding AMG

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SAM

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

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

KB Financial Partners's AMG Position: Q3 2023 in Review

KB Financial Partners increased its Affiliated Managers Group (AMG) stake by 1.3% in Q3 2023, buying an estimated $7.27K and bringing the position to 3,976 shares worth $518K. The position accounts for 0.15% of the portfolio, ranked #88.

KB Financial Partners first reported a position in AMG in Q1 2021 and has held it in 11 quarters since. The position peaked at $588K in Q2 2023. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

KB Financial Partners held 3,976 shares of Affiliated Managers Group worth $518K as of Q3 2023.
KB Financial Partners bought 52 Affiliated Managers Group shares in Q3 2023, an estimated $7.27K.
Affiliated Managers Group made up 0.15% of KB Financial Partners's portfolio in Q3 2023, its #88 holding.
KB Financial Partners first reported a position in Affiliated Managers Group in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Affiliated Managers Group position peaked at $588K in Q2 2023.
357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.