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Perpetual Ltd’s Affiliated Managers Group AMG Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-60,000
Closed -$8.94M – 181
2018
Q2 		$8.94M Sell
60,000
-16,400
-21% -$2.7M 1.09% 30
2018
Q1 		$14.5M Buy
76,400
+23,400
+44% +$4.56M 1.97% 15
2017
Q4 		$10.9M Sell
53,000
-1,300
-2% -$252K 1.4% 24
2017
Q3 		$10.6M Sell
54,300
-3,700
-6% -$658K 1.48% 26
2017
Q2 		$9.62M Buy
+58,000
New +$9.26M 0.75% 39

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perpetual Ltd's AMG Position: Q3 2018 in Review

Perpetual Ltd sold out of Affiliated Managers Group (AMG) in Q3 2018, closing a stake of 60,000 shares — an estimated $8.94M sold.

Perpetual Ltd first reported a position in AMG in Q2 2017 and held it in 5 quarters. The position peaked at $14.5M in Q1 2018. 491 funds tracked by Wall St. Rank hold AMG as of Q3 2018.

  • Perpetual Ltd reported no remaining Affiliated Managers Group position as of Q3 2018 after selling out during the quarter.
  • Perpetual Ltd sold 60,000 Affiliated Managers Group shares in Q3 2018, an estimated $8.94M.
  • Perpetual Ltd first reported a position in Affiliated Managers Group in Q2 2017 and held it in 5 quarters.
  • Perpetual Ltd's Affiliated Managers Group position peaked at $14.5M in Q1 2018.
  • 491 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2018.

Based on Perpetual Ltd's 13F filing for Q3 2018, filed 30 Oct 2018.