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MOTCO’s Affiliated Managers Group AMG Stock Holding History

MOTCO’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 		– Sell
-11
Closed -$2.03K – 603
2024
Q4 		$2.03K Hold
11
– – ﹤0.01% 459
2024
Q3 		$1.96K Hold
11
– – ﹤0.01% 556
2024
Q2 		$1.72K Hold
11
– – ﹤0.01% 680
2024
Q1 		$1.84K Sell
11
-1
-8% -$155 ﹤0.01% 624
2023
Q4 		$1.82K Hold
12
– – ﹤0.01% 603
2023
Q3 		$1.56K Hold
12
– – ﹤0.01% 672
2023
Q2 		$1.8K Buy
+12
New +$1.72K ﹤0.01% 670
2017
Q2 		– Sell
-63
Closed -$10K – 580
2017
Q1 		$10K Sell
63
-53
-46% -$8.39K ﹤0.01% 490
2016
Q4 		$17K Sell
116
-48
-29% -$6.97K ﹤0.01% 433
2016
Q3 		$24K Buy
+164
New +$23.5K ﹤0.01% 370
2016
Q2 		– Sell
-26
Closed -$4K – 482
2016
Q1 		$4K Hold
26
– – ﹤0.01% 461
2015
Q4 		$4K Hold
26
– – ﹤0.01% 447
2015
Q3 		$4K Hold
26
– – ﹤0.01% 510
2015
Q2 		$6K Hold
26
– – ﹤0.01% 483
2015
Q1 		$6K Sell
26
-34
-57% -$7.17K ﹤0.01% 486
2014
Q4 		$13K Sell
60
-30
-33% -$5.96K ﹤0.01% 420
2014
Q3 		$18K Buy
90
+30
+50% +$6.12K ﹤0.01% 381
2014
Q2 		$12K Hold
60
– – ﹤0.01% 430
2014
Q1 		$12K Hold
60
– – ﹤0.01% 408
2013
Q4 		$13K Hold
60
– – ﹤0.01% 413
2013
Q3 		$11K Hold
60
– – ﹤0.01% 433
2013
Q2 		$10K Buy
+60
New +$9.49K ﹤0.01% 457

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

MOTCO's AMG Position: Q1 2025 in Review

MOTCO sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 11 shares — an estimated $2.03K sold.

MOTCO first reported a position in AMG in Q2 2013 and held it in 22 quarters. The position peaked at $24K in Q3 2016. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • MOTCO reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • MOTCO sold 11 Affiliated Managers Group shares in Q1 2025, an estimated $2.03K.
  • MOTCO first reported a position in Affiliated Managers Group in Q2 2013 and held it in 22 quarters.
  • MOTCO's Affiliated Managers Group position peaked at $24K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on MOTCO's 13F filing for Q1 2025, filed 7 May 2025.