Petrus Trust Company’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+1,315
| New | +$259K | 0.03% | 380 |
|
|
2024
Q4 | – | Sell |
-2,445
| Closed | -$435K | – | 583 |
|
|
2024
Q3 | $435K | Sell |
2,445
-1,998
| -45% | -$355K | 0.04% | 285 |
|
|
2024
Q2 | $694K | Sell |
4,443
-1,077
| -20% | -$168K | 0.06% | 105 |
|
|
2024
Q1 | $924K | Hold |
5,520
| – | – | 0.08% | 54 |
|
|
2023
Q4 | $836K | Buy |
+5,520
| New | +$836K | 0.08% | 74 |
|
|
2018
Q3 | – | Sell |
-1,366
| Closed | -$203K | – | 246 |
|
|
2018
Q2 | $203K | Buy |
+1,366
| New | +$203K | 0.04% | 244 |
|