Paloma Partners’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,500
| Closed | -$445K | – | 307 |
|
|
2024
Q3 | $445K | Buy |
+2,500
| New | +$425K | 0.01% | 661 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$282K | – | 1093 |
|
|
2022
Q1 | $282K | Sell |
2,000
-20,088
| -91% | -$2.89M | 0.01% | 1185 |
|
|
2021
Q4 | $3.63M | Buy |
+22,088
| New | +$3.7M | 0.05% | 289 |
|
|
2021
Q3 | – | Sell |
-4,491
| Closed | -$693K | – | 1046 |
|
|
2021
Q2 | $693K | Buy |
+4,491
| New | +$716K | 0.01% | 827 |
|
|
2021
Q1 | – | Sell |
-3,358
| Closed | -$341K | – | 2010 |
|
|
2020
Q4 | $341K | Sell |
3,358
-21,237
| -86% | -$1.83M | 0.01% | 1095 |
|
|
2020
Q3 | $1.68M | Buy |
24,595
+8,070
| +49% | +$564K | 0.04% | 450 |
|
|
2020
Q2 | $1.23M | Buy |
+16,525
| New | +$1.12M | 0.02% | 829 |
|
|
2020
Q1 | – | Sell |
-66,620
| Closed | -$5.64M | – | 1214 |
|
|
2019
Q4 | $5.64M | Buy |
66,620
+49,986
| +301% | +$4.1M | 0.08% | 204 |
|
|
2019
Q3 | $1.39M | Buy |
+16,634
| New | +$1.39M | 0.03% | 590 |
|
|
2019
Q1 | – | Sell |
-3,280
| Closed | -$320K | – | 1667 |
|
|
2018
Q4 | $320K | Sell |
3,280
-19,420
| -86% | -$2.19M | 0.01% | 844 |
|
|
2018
Q3 | $3.1M | Buy |
22,700
+16,200
| +249% | +$2.39M | 0.06% | 301 |
|
|
2018
Q2 | $966K | Buy |
6,500
+5,005
| +335% | +$825K | 0.02% | 728 |
|
|
2018
Q1 | $284K | Buy |
+1,495
| New | +$291K | ﹤0.01% | 1651 |
|
|
2017
Q4 | – | Sell |
-2,137
| Closed | -$406K | – | 1855 |
|
|
2017
Q3 | $406K | Sell |
2,137
-9,963
| -82% | -$1.77M | 0.01% | 1640 |
|
|
2017
Q2 | $2.01M | Buy |
12,100
+5,800
| +92% | +$926K | 0.02% | 755 |
|
|
2017
Q1 | $1.03M | Sell |
6,300
-3,607
| -36% | -$571K | 0.01% | 1219 |
|
|
2016
Q4 | $1.44M | Buy |
9,907
+4,385
| +79% | +$637K | 0.01% | 911 |
|
|
2016
Q3 | $799K | Sell |
5,522
-9,507
| -63% | -$1.36M | 0.01% | 1171 |
|
|
2016
Q2 | $2.12M | Buy |
+15,029
| New | +$2.46M | 0.02% | 686 |
|
|
2016
Q1 | – | Sell |
-2,064
| Closed | -$330K | – | 1838 |
|
|
2015
Q4 | $330K | Sell |
2,064
-1,032
| -33% | -$177K | 0.01% | 1271 |
|
|
2015
Q3 | $529K | Buy |
+3,096
| New | +$609K | 0.01% | 993 |
|
|
2015
Q2 | – | Sell |
-7,850
| Closed | -$1.69M | – | 1767 |
|
|
2015
Q1 | $1.69M | Buy |
7,850
+5,350
| +214% | +$1.13M | 0.05% | 335 |
|
|
2014
Q4 | $531K | Buy |
+2,500
| New | +$497K | 0.02% | 645 |
|
|
2013
Q4 | – | Sell |
-1,335
| Closed | -$244K | – | 993 |
|
|
2013
Q3 | $244K | Buy |
+1,335
| New | +$237K | 0.01% | 714 |
|
Other funds holding AMG
CCP
AI
SAM
LAM
Paloma Partners's AMG Position: Q4 2024 in Review
Paloma Partners sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 2,500 shares — an estimated $445K sold.
Paloma Partners first reported a position in AMG in Q3 2013 and held it in 24 quarters. The position peaked at $5.64M in Q4 2019. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.
- Paloma Partners reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
- Paloma Partners sold 2,500 Affiliated Managers Group shares in Q4 2024, an estimated $445K.
- Paloma Partners first reported a position in Affiliated Managers Group in Q3 2013 and held it in 24 quarters.
- Paloma Partners's Affiliated Managers Group position peaked at $5.64M in Q4 2019.
- 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.
Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.