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Legacy Bridge’s Affiliated Managers Group AMG Stock Holding History

Legacy Bridge’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
Q3 		– Sell
-100
Closed -$15K – 300
2021
Q2 		$15K Sell
100
-75
-43% -$12K 0.01% 247
2021
Q1 		$26K Hold
175
– – 0.02% 223
2020
Q4 		$18K Hold
175
– – 0.01% 227
2020
Q3 		$12K Hold
175
– – 0.01% 234
2020
Q2 		$13K Sell
175
-17
-9% -$1.15K 0.01% 229
2020
Q1 		$11K Sell
192
-70
-27% -$5.24K 0.01% 227
2019
Q4 		$22K Sell
262
-173
-40% -$14.2K 0.02% 223
2019
Q3 		$36K Sell
435
-17
-4% -$1.42K 0.03% 191
2019
Q2 		$42K Hold
452
– – 0.04% 180
2019
Q1 		$48K Hold
452
– – 0.05% 172
2018
Q4 		$44K Buy
+452
New +$51K 0.05% 166

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Legacy Bridge's AMG Position: Q3 2021 in Review

Legacy Bridge sold out of Affiliated Managers Group (AMG) in Q3 2021, closing a stake of 100 shares — an estimated $15K sold.

Legacy Bridge first reported a position in AMG in Q4 2018 and held it in 11 quarters. The position peaked at $48K in Q1 2019. 332 funds tracked by Wall St. Rank hold AMG as of Q3 2021.

  • Legacy Bridge reported no remaining Affiliated Managers Group position as of Q3 2021 after selling out during the quarter.
  • Legacy Bridge sold 100 Affiliated Managers Group shares in Q3 2021, an estimated $15K.
  • Legacy Bridge first reported a position in Affiliated Managers Group in Q4 2018 and held it in 11 quarters.
  • Legacy Bridge's Affiliated Managers Group position peaked at $48K in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2021.

Based on Legacy Bridge's 13F filing for Q3 2021, filed 26 Oct 2021.