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Orion Portfolio Solutions’s Affiliated Managers Group AMG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-46
Closed -$3K – 502
2020
Q2 		$3K Sell
46
-11
-19% -$743 ﹤0.01% 1614
2020
Q1 		$3K Buy
57
+22
+63% +$1.65K ﹤0.01% 1427
2019
Q4 		$3K Buy
+35
New +$2.87K ﹤0.01% 1380

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Orion Portfolio Solutions's AMG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Affiliated Managers Group (AMG) in Q3 2020, closing a stake of 46 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in AMG in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 275 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Affiliated Managers Group position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 46 Affiliated Managers Group shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Affiliated Managers Group in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Affiliated Managers Group position peaked at $3K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.