NSIM
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North Star Investment Management’s Affiliated Managers Group AMG Stock Holding History

North Star Investment Management’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
2026
Q1 		$3.32K Buy
12
+3
+33% +$904 ﹤0.01% 1305
2025
Q4 		$2.6K Buy
+9
New +$2.33K ﹤0.01% 1273
2020
Q2 		– Sell
-125
Closed -$7K – 970
2020
Q1 		$7K Buy
+125
New +$9.36K ﹤0.01% 764
2019
Q2 		– Sell
-4,484
Closed -$480K – 408
2019
Q1 		$480K Buy
+4,484
New +$476K 0.06% 279
2018
Q1 		– Sell
-151
Closed -$31K – 1068
2017
Q4 		$31K Hold
151
– – ﹤0.01% 629
2017
Q3 		$29K Hold
151
– – ﹤0.01% 644
2017
Q2 		$25K Hold
151
– – ﹤0.01% 667
2017
Q1 		$25K Hold
151
– – ﹤0.01% 637
2016
Q4 		$22K Buy
+151
New +$21.9K ﹤0.01% 621

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return