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Lindbrook Capital’s Affiliated Managers Group AMG Stock Holding History

Lindbrook Capital’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 		$68.4K Buy
407
+261
+179% +$45.5K 0.01% 842
2024
Q4 		$27K Buy
146
+15
+11% +$2.8K ﹤0.01% 1112
2024
Q3 		$23.3K Sell
131
-52
-28% -$8.83K ﹤0.01% 1211
2024
Q2 		$28.6K Buy
183
+10
+6% +$1.59K ﹤0.01% 1049
2024
Q1 		$29K Buy
173
+11
+7% +$1.71K ﹤0.01% 1026
2023
Q4 		$24.5K Buy
162
+72
+80% +$9.67K ﹤0.01% 1070
2023
Q3 		$11.7K Buy
90
+6
+7% +$839 ﹤0.01% 1329
2023
Q2 		$12.6K Sell
84
-6
-7% -$859 ﹤0.01% 1329
2023
Q1 		$12.8K Sell
90
-6
-6% -$948 ﹤0.01% 1295
2022
Q4 		$15.2K Sell
96
-20
-17% -$2.83K ﹤0.01% 1211
2022
Q3 		$13K Buy
116
+17
+17% +$2.13K ﹤0.01% 1193
2022
Q2 		$12K Buy
99
+1
+1% +$129 ﹤0.01% 1166
2022
Q1 		$14K Buy
98
+13
+15% +$1.87K ﹤0.01% 1144
2021
Q4 		$14K Hold
85
– – ﹤0.01% 1143
2021
Q3 		$13K Hold
85
– – ﹤0.01% 889
2021
Q2 		$13K Hold
85
– – ﹤0.01% 924
2021
Q1 		$13K Hold
85
– – ﹤0.01% 894
2020
Q4 		$9K Hold
85
– – ﹤0.01% 933
2020
Q3 		$6K Hold
85
– – ﹤0.01% 1001
2020
Q2 		$6K Buy
85
+71
+507% +$4.8K ﹤0.01% 993
2020
Q1 		$1K Buy
+14
New +$1.05K ﹤0.01% 1376
2019
Q3 		– Sell
-25
Closed -$2K – 1434
2019
Q2 		$2K Sell
25
-137
-85% -$13.4K ﹤0.01% 1197
2019
Q1 		$17K Hold
162
– – 0.01% 747
2018
Q4 		$15K Buy
+162
New +$18.3K 0.01% 709

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 $1.66T 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 $113B AUM 38.87% 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 $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lindbrook Capital's AMG Position: Q1 2025 in Review

Lindbrook Capital increased its Affiliated Managers Group (AMG) stake by 179% in Q1 2025, buying an estimated $45.5K and bringing the position to 407 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #842.

Lindbrook Capital first reported a position in AMG in Q4 2018 and has held it in 24 quarters since. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Lindbrook Capital held 407 shares of Affiliated Managers Group worth $68.4K as of Q1 2025.
  • Lindbrook Capital bought 261 Affiliated Managers Group shares in Q1 2025, an estimated $45.5K.
  • Affiliated Managers Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #842 holding.
  • Lindbrook Capital first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 24 quarters since.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.