Poehling Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.03M | Sell |
18,192
-12
| -0.1% | -$3.62K | 1.06% | 28 |
|
|
2025
Q4 | $5.25M | Sell |
18,204
-114
| -0.6% | -$29.5K | 1.07% | 30 |
|
|
2025
Q3 | $4.37M | Sell |
18,318
-74
| -0.4% | -$16.3K | 0.92% | 34 |
|
|
2025
Q2 | $3.62M | Sell |
18,392
-12
| -0.1% | -$2.08K | 0.85% | 38 |
|
|
2025
Q1 | $3.09M | Sell |
18,404
-57
| -0.3% | -$9.94K | 0.78% | 42 |
|
|
2024
Q4 | $3.41M | Sell |
18,461
-51
| -0.3% | -$9.52K | 0.84% | 34 |
|
|
2024
Q3 | $3.29M | Sell |
18,512
-253
| -1% | -$43K | 0.84% | 38 |
|
|
2024
Q2 | $2.93M | Hold |
18,765
| – | – | 0.8% | 40 |
|
|
2024
Q1 | $3.14M | Sell |
18,765
-15
| -0.1% | -$2.33K | 0.84% | 37 |
|
|
2023
Q4 | $2.84M | Buy |
18,780
+648
| +4% | +$87.1K | 0.9% | 36 |
|
|
2023
Q3 | $2.36M | Buy |
18,132
+253
| +1% | +$35.4K | 0.83% | 37 |
|
|
2023
Q2 | $2.68M | Sell |
17,879
-715
| -4% | -$102K | 0.91% | 36 |
|
|
2023
Q1 | $2.65M | Buy |
18,594
+738
| +4% | +$117K | 0.89% | 38 |
|
|
2022
Q4 | $2.83M | Buy |
17,856
+416
| +2% | +$58.9K | 1.06% | 30 |
|
|
2022
Q3 | $1.95M | Hold |
17,440
| – | – | 0.82% | 37 |
|
|
2022
Q2 | $2.03M | Buy |
17,440
+34
| +0.2% | +$4.38K | 0.77% | 40 |
|
|
2022
Q1 | $2.45M | Buy |
17,406
+1,246
| +8% | +$179K | 0.76% | 44 |
|
|
2021
Q4 | $2.66M | Sell |
16,160
-121
| -0.7% | -$20.3K | 0.86% | 40 |
|
|
2021
Q3 | $2.46M | Sell |
16,281
-55
| -0.3% | -$9.01K | 0.83% | 45 |
|
|
2021
Q2 | $2.52M | Sell |
16,336
-102
| -0.6% | -$16.3K | 0.8% | 48 |
|
|
2021
Q1 | $2.45M | Sell |
16,438
-18,504
| -53% | -$2.42M | 0.86% | 45 |
|
|
2020
Q4 | $3.55M | Sell |
34,942
-134
| -0.4% | -$11.6K | 1.41% | 20 |
|
|
2020
Q3 | $2.4M | Sell |
35,076
-2,789
| -7% | -$195K | 1.23% | 28 |
|
|
2020
Q2 | $2.82M | Sell |
37,865
-538
| -1% | -$36.4K | 1.52% | 19 |
|
|
2020
Q1 | $2.27M | Buy |
38,403
+16,604
| +76% | +$1.24M | 1.66% | 18 |
|
|
2019
Q4 | $1.85M | Sell |
21,799
-15,034
| -41% | -$1.23M | 1.21% | 27 |
|
|
2019
Q3 | $3.07M | Buy |
36,833
+4,223
| +13% | +$353K | 2.25% | 9 |
|
|
2019
Q2 | $3M | Buy |
32,610
+16,624
| +104% | +$1.63M | 2.01% | 11 |
|
|
2019
Q1 | $1.71M | Buy |
15,986
+3,223
| +25% | +$342K | 1.25% | 29 |
|
|
2018
Q4 | $1.24M | Sell |
12,763
-2,845
| -18% | -$321K | 1.2% | 26 |
|
|
2018
Q3 | $2.13M | Buy |
15,608
+3,658
| +31% | +$540K | 1.51% | 19 |
|
|
2018
Q2 | $1.78M | Sell |
11,950
-3,794
| -24% | -$625K | 1.56% | 19 |
|
|
2018
Q1 | $2.98M | Sell |
15,744
-149
| -0.9% | -$29K | 2.41% | 5 |
|
|
2017
Q4 | $3.26M | Buy |
+15,893
| New | +$3.08M | 2.77% | 3 |
|
Other funds holding AMG
VPM
VCM
AI
