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Lombard Odier Asset Management (Switzerland)’s Affiliated Managers Group AMG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2020
Q1 		– Sell
-4,178
Closed -$354K – 339
2019
Q4 		$354K Sell
4,178
-803
-16% -$65.8K 0.03% 279
2019
Q3 		$415K Buy
+4,981
New +$416K 0.04% 256
2015
Q1 		– Sell
-3,060
Closed -$649K – 389
2014
Q4 		$649K Sell
3,060
-2,340
-43% -$465K 0.07% 191
2014
Q3 		$1.09M Buy
+5,400
New +$1.1M 0.03% 511

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s AMG Position: Q1 2020 in Review

Lombard Odier Asset Management (Switzerland) sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 4,178 shares — an estimated $354K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in AMG in Q3 2014 and held it in 4 quarters. The position peaked at $1.09M in Q3 2014. 296 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 4,178 Affiliated Managers Group shares in Q1 2020, an estimated $354K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Affiliated Managers Group in Q3 2014 and held it in 4 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Affiliated Managers Group position peaked at $1.09M in Q3 2014.
  • 296 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2020, filed 15 May 2020.