M&R Capital Management’s Affiliated Managers Group AMG Stock Holding History

M&R Capital Management’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 Q1	–	Sell	-11	Closed	-$1.67K	–	552
2023 Q4	$1.67K	Hold	11	–	–	﹤0.01%	574
2023 Q3	$1.43K	Hold	11	–	–	﹤0.01%	563
2023 Q2	$1.65K	Hold	11	–	–	﹤0.01%	557
2023 Q1	$1.57K	Buy	+11	New	+$1.74K	﹤0.01%	556

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

M&R Capital Management's AMG Position: Q1 2024 in Review

M&R Capital Management sold out of Affiliated Managers Group (AMG) in Q1 2024, closing a stake of 11 shares — an estimated $1.67K sold.

M&R Capital Management first reported a position in AMG in Q1 2023 and held it in 4 quarters. The position peaked at $1.67K in Q4 2023. 403 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

M&R Capital Management reported no remaining Affiliated Managers Group position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 11 Affiliated Managers Group shares in Q1 2024, an estimated $1.67K.
M&R Capital Management first reported a position in Affiliated Managers Group in Q1 2023 and held it in 4 quarters.
M&R Capital Management's Affiliated Managers Group position peaked at $1.67K in Q4 2023.
403 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.