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Lee Ainslie’s Affiliated Managers Group AMG Stock Holding History

Lee Ainslie’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
2024
Q2 		– Sell
-3,464
Closed -$580K – 274
2024
Q1 		$580K Buy
+3,464
New +$539K 0.01% 189
2023
Q3 		– Sell
-5,562
Closed -$834K – 310
2023
Q2 		$834K Buy
5,562
+3,189
+134% +$456K 0.02% 177
2023
Q1 		$338K Buy
+2,373
New +$375K 0.01% 385
2022
Q1 		– Sell
-737
Closed -$121K – 237
2021
Q4 		$121K Sell
737
-5,894
-89% -$988K ﹤0.01% 164
2021
Q3 		$1M Buy
6,631
+460
+7% +$75.3K 0.01% 312
2021
Q2 		$952K Buy
6,171
+569
+10% +$90.8K 0.01% 316
2021
Q1 		$835K Buy
5,602
+1,493
+36% +$195K 0.01% 307
2020
Q4 		$418K Sell
4,109
-13,309
-76% -$1.15M 0.01% 391
2020
Q3 		$1.19M Sell
17,418
-1,746
-9% -$122K 0.02% 237
2020
Q2 		$1.43M Buy
19,164
+18,433
+2,522% +$1.25M 0.03% 228
2020
Q1 		$43K Buy
+731
New +$54.8K ﹤0.01% 453

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Lee Ainslie's AMG Position: Q2 2024 in Review

Lee Ainslie sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 3,464 shares — an estimated $580K sold.

Lee Ainslie first reported a position in AMG in Q1 2020 and held it in 11 quarters. The position peaked at $1.43M in Q2 2020. 406 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Lee Ainslie reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 3,464 Affiliated Managers Group shares in Q2 2024, an estimated $580K.
  • Lee Ainslie first reported a position in Affiliated Managers Group in Q1 2020 and held it in 11 quarters.
  • Lee Ainslie's Affiliated Managers Group position peaked at $1.43M in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.