ORI
AMG icon

Oak Ridge Investments’s Affiliated Managers Group AMG Stock Holding History

Oak Ridge Investments’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
2018
Q2 		– Sell
-12,034
Closed -$2.28M – 157
2018
Q1 		$2.28M Sell
12,034
-390
-3% -$76K 0.13% 129
2017
Q4 		$2.55M Sell
12,424
-2,058
-14% -$399K 0.12% 127
2017
Q3 		$2.75M Sell
14,482
-916
-6% -$163K 0.11% 127
2017
Q2 		$2.55M Buy
15,398
+4,057
+36% +$648K 0.08% 128
2017
Q1 		$1.86M Sell
11,341
-5,472
-33% -$866K 0.06% 126
2016
Q4 		$2.44M Buy
16,813
+220
+1% +$31.9K 0.08% 119
2016
Q3 		$2.4M Sell
16,593
-557
-3% -$79.7K 0.06% 119
2016
Q2 		$2.41M Sell
17,150
-1,768
-9% -$289K 0.06% 122
2016
Q1 		$3.07M Sell
18,918
-63,136
-77% -$8.81M 0.08% 119
2015
Q4 		$13.1M Sell
82,054
-7,206
-8% -$1.24M 0.31% 81
2015
Q3 		$15.3M Buy
89,260
+38
+0% +$7.47K 0.36% 77
2015
Q2 		$19.5M Sell
89,222
-515
-0.6% -$115K 0.41% 69
2015
Q1 		$19.3M Sell
89,737
-1,259
-1% -$266K 0.43% 71
2014
Q4 		$19.3M Sell
90,996
-2,681
-3% -$533K 0.46% 66
2014
Q3 		$18.8M Sell
93,677
-263,931
-74% -$53.9M 0.49% 65
2014
Q2 		$73.4M Buy
357,608
+10,900
+3% +$2.11M 1.75% 12
2014
Q1 		$69.4M Buy
346,708
+1,619
+0.5% +$318K 1.74% 14
2013
Q4 		$74.8M Sell
345,089
-3,233
-0.9% -$645K 1.96% 12
2013
Q3 		$63.6M Sell
348,322
-97,238
-22% -$17.3M 1.76% 16
2013
Q2 		$73M Buy
+445,560
New +$70.5M 2.29% 5

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Ridge Investments's AMG Position: Q2 2018 in Review

Oak Ridge Investments sold out of Affiliated Managers Group (AMG) in Q2 2018, closing a stake of 12,034 shares — an estimated $2.28M sold.

Oak Ridge Investments first reported a position in AMG in Q2 2013 and held it in 20 quarters. The position peaked at $74.8M in Q4 2013. 508 funds tracked by Wall St. Rank hold AMG as of Q2 2018.

  • Oak Ridge Investments reported no remaining Affiliated Managers Group position as of Q2 2018 after selling out during the quarter.
  • Oak Ridge Investments sold 12,034 Affiliated Managers Group shares in Q2 2018, an estimated $2.28M.
  • Oak Ridge Investments first reported a position in Affiliated Managers Group in Q2 2013 and held it in 20 quarters.
  • Oak Ridge Investments's Affiliated Managers Group position peaked at $74.8M in Q4 2013.
  • 508 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2018.

Based on Oak Ridge Investments's 13F filing for Q2 2018, filed 13 Aug 2018.