NKCFO LLC’s Affiliated Managers Group AMG Stock Holding History

NKCFO LLC’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	-15,900	Closed	-$2.83M	–	110
2024 Q3	$2.83M	Buy	+15,900	New	+$2.7M	1.35%	19

Other funds holding AMG

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

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

NKCFO LLC's AMG Position: Q4 2024 in Review

NKCFO LLC sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 15,900 shares — an estimated $2.83M sold.

NKCFO LLC first reported a position in AMG in Q3 2024 and held it in 1 quarter. The position peaked at $2.83M in Q3 2024. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

NKCFO LLC reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
NKCFO LLC sold 15,900 Affiliated Managers Group shares in Q4 2024, an estimated $2.83M.
NKCFO LLC first reported a position in Affiliated Managers Group in Q3 2024 and held it in 1 quarter.
NKCFO LLC's Affiliated Managers Group position peaked at $2.83M in Q3 2024.
408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on NKCFO LLC's 13F filing for Q4 2024, filed 30 Jan 2025.