OLA
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Oliver Luxxe Assets’s Affiliated Managers Group AMG Stock Holding History

Oliver Luxxe Assets’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
Q2 		$3.5M Sell
10,344
-2,757
-21% -$855K 0.52% 67
2026
Q1 		$3.63M Sell
13,101
-5,306
-29% -$1.6M 0.54% 65
2025
Q4 		$5.31M Buy
18,407
+7,197
+64% +$1.86M 0.81% 44
2025
Q3 		$2.67M Buy
+11,210
New +$2.47M 0.42% 83
2023
Q3 		– Sell
-3,372
Closed -$505K – 163
2023
Q2 		$505K Buy
3,372
+162
+5% +$23.2K 0.13% 137
2023
Q1 		$457K Buy
+3,210
New +$507K 0.12% 137
2018
Q3 		– Sell
-4,879
Closed -$925K – 108
2018
Q2 		$925K Hold
4,879
– – 0.59% 46
2018
Q1 		$925K Sell
4,879
-2,062
-30% -$402K 0.57% 47
2017
Q4 		$1.43M Sell
6,941
-334
-5% -$64.7K 0.87% 39
2017
Q3 		$1.38M Buy
7,275
+38
+0.5% +$6.76K 0.87% 39
2017
Q2 		$1.2M Buy
7,237
+33
+0.5% +$5.27K 0.78% 43
2017
Q1 		$1.18M Buy
7,204
+576
+9% +$91.1K 0.79% 43
2016
Q4 		$963K Buy
6,628
+2,274
+52% +$330K 0.67% 50
2016
Q3 		$630K Buy
4,354
+620
+17% +$88.8K 0.49% 59
2016
Q2 		$526K Sell
3,734
-144
-4% -$23.6K 0.45% 59
2016
Q1 		$630K Buy
+3,878
New +$541K 0.65% 46

Other funds holding AMG

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return