KI
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Kula Investments’s Affiliated Managers Group AMG Stock Holding History

Kula Investments’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
Q1 		$319K Sell
2,243
-344
-13% -$54.3K 0.08% 440
2022
Q4 		$410K Buy
+2,587
New +$366K 0.12% 280

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Kula Investments's AMG Position: Q1 2023 in Review

Kula Investments reduced its Affiliated Managers Group (AMG) stake by 13% in Q1 2023, selling an estimated $54.3K and leaving 2,243 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #440.

Kula Investments first reported a position in AMG in Q4 2022 and has held it in 2 quarters since. The position peaked at $410K in Q4 2022. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

  • Kula Investments held 2,243 shares of Affiliated Managers Group worth $319K as of Q1 2023.
  • Kula Investments sold 344 Affiliated Managers Group shares in Q1 2023, an estimated $54.3K.
  • Affiliated Managers Group made up 0.08% of Kula Investments's portfolio in Q1 2023, its #440 holding.
  • Kula Investments first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Affiliated Managers Group position peaked at $410K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.