KFS
AMG icon

Kelly Financial Services’s Affiliated Managers Group AMG Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-10
Closed -$847 – 583
2019
Q4 		$847 Hold
10
– – ﹤0.01% 483
2019
Q3 		$834 Hold
10
– – ﹤0.01% 468
2019
Q2 		$921 Hold
10
– – ﹤0.01% 427
2019
Q1 		$1.07K Buy
+10
New +$1.06K ﹤0.01% 420

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
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

Kelly Financial Services's AMG Position: Q1 2020 in Review

Kelly Financial Services sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 10 shares — an estimated $847 sold.

Kelly Financial Services first reported a position in AMG in Q1 2019 and held it in 4 quarters. The position peaked at $1.07K in Q1 2019. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Kelly Financial Services reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 10 Affiliated Managers Group shares in Q1 2020, an estimated $847.
  • Kelly Financial Services first reported a position in Affiliated Managers Group in Q1 2019 and held it in 4 quarters.
  • Kelly Financial Services's Affiliated Managers Group position peaked at $1.07K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.