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Polar Capital’s Affiliated Managers Group AMG Stock Holding History

Polar Capital’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 		$8.15M Sell
119,195
-37,659
-24% -$2.63M 0.06% 190
2020
Q2 		$11.7M Sell
156,854
-127,194
-45% -$8.6M 0.1% 164
2020
Q1 		$16.8M Sell
284,048
-116,169
-29% -$8.7M 0.18% 140
2019
Q4 		$33.9M Sell
400,217
-123,185
-24% -$10.1M 0.3% 115
2019
Q3 		$43.6M Buy
523,402
+319,002
+156% +$26.7M 0.39% 77
2019
Q2 		$18.8M Sell
204,400
-1,525
-0.7% -$150K 0.17% 155
2019
Q1 		$22.1M Buy
205,925
+435
+0.2% +$46.2K 0.2% 142
2018
Q4 		$20M Buy
205,490
+1,398
+0.7% +$158K 0.21% 135
2018
Q3 		$27.9M Buy
204,092
+5,438
+3% +$803K 0.24% 124
2018
Q2 		$29.5K Buy
198,654
+30,914
+18% +$5.1M 0.18% 120
2018
Q1 		$31.8M Sell
167,740
-41,998
-20% -$8.18M 0.32% 109
2017
Q4 		$43M Sell
209,738
-280
-0.1% -$54.3K 0.44% 70
2017
Q3 		$39.9M Buy
210,018
+32,786
+18% +$5.83M 0.45% 69
2017
Q2 		$29.4M Hold
177,232
– – 0.4% 94
2017
Q1 		$29.1M Sell
177,232
-2,227
-1% -$352K 0.44% 80
2016
Q4 		$26.1M Buy
179,459
+41,454
+30% +$6.02M 0.42% 75
2016
Q3 		$20M Buy
138,005
+9,885
+8% +$1.42M 0.34% 95
2016
Q2 		$18M Buy
128,120
+58,278
+83% +$9.54M 0.34% 95
2016
Q1 		$11.3M Buy
+69,842
New +$9.74M 0.21% 125
2014
Q2 		– Sell
-17,113
Closed -$3.42M – 268
2014
Q1 		$3.42M Sell
17,113
-521
-3% -$102K 0.08% 196
2013
Q4 		$3.83M Sell
17,634
-3,954
-18% -$789K 0.09% 194
2013
Q3 		$3.94K Buy
+21,588
New +$3.83M 0.11% 199

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

Polar Capital's AMG Position: Q3 2020 in Review

Polar Capital reduced its Affiliated Managers Group (AMG) stake by 24% in Q3 2020, selling an estimated $2.63M and leaving 119,195 shares worth $8.15M. The position accounts for 0.06% of the portfolio, ranked #190.

Polar Capital first reported a position in AMG in Q3 2013 and has held it in 22 quarters since. The position peaked at $43.6M in Q3 2019. 275 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

  • Polar Capital held 119,195 shares of Affiliated Managers Group worth $8.15M as of Q3 2020.
  • Polar Capital sold 37,659 Affiliated Managers Group shares in Q3 2020, an estimated $2.63M.
  • Affiliated Managers Group made up 0.06% of Polar Capital's portfolio in Q3 2020, its #190 holding.
  • Polar Capital first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 22 quarters since.
  • Polar Capital's Affiliated Managers Group position peaked at $43.6M in Q3 2019.
  • 275 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.