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Macroview Investment Management’s Affiliated Managers Group AMG Stock Holding History

Macroview Investment 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
Q2 		– Sell
-12
Closed -$2.01K – 590
2024
Q1 		$2.01K Hold
12
– – ﹤0.01% 537
2023
Q4 		$1.82K Sell
12
-13
-52% -$1.75K ﹤0.01% 533
2023
Q3 		$3.26K Buy
+25
New +$3.5K ﹤0.01% 505
2014
Q3 		– Sell
-6
Closed -$1K – 211
2014
Q2 		$1K Hold
6
– – ﹤0.01% 170
2014
Q1 		$1K Buy
+6
New +$1.18K ﹤0.01% 252

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Macroview Investment Management's AMG Position: Q2 2024 in Review

Macroview Investment Management sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 12 shares — an estimated $2.01K sold.

Macroview Investment Management first reported a position in AMG in Q1 2014 and held it in 5 quarters. The position peaked at $3.26K in Q3 2023. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Macroview Investment Management reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 12 Affiliated Managers Group shares in Q2 2024, an estimated $2.01K.
  • Macroview Investment Management first reported a position in Affiliated Managers Group in Q1 2014 and held it in 5 quarters.
  • Macroview Investment Management's Affiliated Managers Group position peaked at $3.26K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.