KIG
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Kowal Investment Group’s Affiliated Managers Group AMG Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-27
Closed -$4K – 149
2021
Q3 		$4K Buy
+27
New +$4.42K ﹤0.01% 678

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 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

Kowal Investment Group's AMG Position: Q4 2021 in Review

Kowal Investment Group sold out of Affiliated Managers Group (AMG) in Q4 2021, closing a stake of 27 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in AMG in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 364 funds tracked by Wall St. Rank hold AMG as of Q4 2021.

  • Kowal Investment Group reported no remaining Affiliated Managers Group position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 27 Affiliated Managers Group shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in Affiliated Managers Group in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Affiliated Managers Group position peaked at $4K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.