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Lee, Danner & Bass’s Affiliated Managers Group AMG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-11
Closed -$2.03K – 239
2024
Q4 		$2.03K Buy
+11
New +$2.05K ﹤0.01% 674

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lee, Danner & Bass's AMG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 11 shares — an estimated $2.03K sold.

Lee, Danner & Bass first reported a position in AMG in Q4 2024 and held it in 1 quarter. The position peaked at $2.03K in Q4 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 11 Affiliated Managers Group shares in Q1 2025, an estimated $2.03K.
  • Lee, Danner & Bass first reported a position in Affiliated Managers Group in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Affiliated Managers Group position peaked at $2.03K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.