NRD
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Nebula Research & Development’s Affiliated Managers Group AMG Stock Holding History

Nebula Research & Development’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
Q4 		– Sell
-8,416
Closed -$1.5M – 892
2024
Q3 		$1.5M Buy
8,416
+3,364
+67% +$571K 0.18% 162
2024
Q2 		$789K Buy
5,052
+3,630
+255% +$578K 0.13% 283
2024
Q1 		$238K Sell
1,422
-1,421
-50% -$221K 0.05% 604
2023
Q4 		$430K Buy
+2,843
New +$382K 0.13% 296

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

Nebula Research & Development's AMG Position: Q4 2024 in Review

Nebula Research & Development sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 8,416 shares — an estimated $1.5M sold.

Nebula Research & Development first reported a position in AMG in Q4 2023 and held it in 4 quarters. The position peaked at $1.5M in Q3 2024. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • Nebula Research & Development reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 8,416 Affiliated Managers Group shares in Q4 2024, an estimated $1.5M.
  • Nebula Research & Development first reported a position in Affiliated Managers Group in Q4 2023 and held it in 4 quarters.
  • Nebula Research & Development's Affiliated Managers Group position peaked at $1.5M in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.