Next Financial Group’s Affiliated Managers Group AMG Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Buy	+7	New	+$1.17K	﹤0.01%	2689
2019 Q4	–	Sell	-23	Closed	-$2K	–	2339
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	2083
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	2091
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	1429
2018 Q4	$2K	Buy	+23	New	+$2.6K	﹤0.01%	1718
2014 Q4	–	Sell	-5	Closed	-$1K	–	1900
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	2393
2014 Q2	$1K	Buy	+5	New	+$967	﹤0.01%	1118

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

SAM

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

Next Financial Group's AMG Position: Q4 2021 in Review

Next Financial Group opened a new position in Affiliated Managers Group (AMG) in Q4 2021: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2689 among its holdings. This is a return to the name: Next Financial Group previously reported a position in AMG as recently as Q3 2019.

Next Financial Group first reported a position in AMG in Q2 2014 and has held it in 7 quarters since. The position peaked at $2K in Q3 2019. 364 funds tracked by Wall St. Rank hold AMG as of Q4 2021.

Next Financial Group held 7 shares of Affiliated Managers Group worth $1K as of Q4 2021.
Affiliated Managers Group was a new Next Financial Group position in Q4 2021.
Affiliated Managers Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2689 holding.
Next Financial Group first reported a position in Affiliated Managers Group in Q2 2014 and has held it in 7 quarters since.
Next Financial Group's Affiliated Managers Group position peaked at $2K in Q3 2019.
364 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.