Meristem Family Wealth’s Affiliated Managers Group AMG Stock Holding History

Meristem Family Wealth’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
2022 Q1	$423K	Hold	3,000	–	–	0.05%	209
2021 Q4	$494K	Hold	3,000	–	–	0.04%	227
2021 Q3	$453K	Hold	3,000	–	–	0.04%	239
2021 Q2	$463K	Hold	3,000	–	–	0.07%	176
2021 Q1	$447K	Hold	3,000	–	–	0.09%	140
2020 Q4	$305K	Hold	3,000	–	–	0.06%	170
2020 Q3	$205K	Hold	3,000	–	–	0.05%	186
2020 Q2	$224K	Buy	+3,000	New	+$203K	0.06%	167

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Meristem Family Wealth's AMG Position: Q1 2022 in Review

Meristem Family Wealth held its Affiliated Managers Group (AMG) position steady in Q1 2022 at 3,000 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #209.

Meristem Family Wealth first reported a position in AMG in Q2 2020 and has held it in 8 quarters since. The position peaked at $494K in Q4 2021. 335 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

Meristem Family Wealth held 3,000 shares of Affiliated Managers Group worth $423K as of Q1 2022.
Meristem Family Wealth left its Affiliated Managers Group share count unchanged in Q1 2022.
Affiliated Managers Group made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #209 holding.
Meristem Family Wealth first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 8 quarters since.
Meristem Family Wealth's Affiliated Managers Group position peaked at $494K in Q4 2021.
335 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.