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Profund Advisors’s Affiliated Managers Group AMG Stock Holding History

Profund Advisors’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
2023
Q1 		– Sell
-1,492
Closed -$236K – 1091
2022
Q4 		$236K Buy
+1,492
New +$211K 0.02% 791
2022
Q2 		– Sell
-1,863
Closed -$263K – 1033
2022
Q1 		$263K Sell
1,863
-230
-11% -$33K 0.01% 1051
2021
Q4 		$344K Sell
2,093
-36
-2% -$6.04K 0.01% 879
2021
Q3 		$322K Sell
2,129
-518
-20% -$84.8K 0.01% 897
2021
Q2 		$409K Sell
2,647
-15
-0.6% -$2.39K 0.01% 809
2021
Q1 		$397K Buy
+2,662
New +$348K 0.02% 744
2020
Q1 		– Sell
-3,439
Closed -$291K – 792
2019
Q4 		$291K Buy
+3,439
New +$282K 0.01% 943
2018
Q2 		– Sell
-1,417
Closed -$269K – 1496
2018
Q1 		$269K Sell
1,417
-449
-24% -$87.5K 0.01% 1222
2017
Q4 		$383K Buy
1,866
+453
+32% +$87.8K 0.01% 973
2017
Q3 		$268K Buy
1,413
+69
+5% +$12.3K 0.01% 1159
2017
Q2 		$223K Sell
1,344
-576
-30% -$92K 0.01% 1288
2017
Q1 		$315K Buy
1,920
+102
+6% +$16.1K 0.01% 1126
2016
Q4 		$264K Buy
1,818
+413
+29% +$60K 0.01% 1299
2016
Q3 		$203K Buy
+1,405
New +$201K 0.01% 1324
2016
Q2 		– Sell
-1,243
Closed -$202K – 1467
2016
Q1 		$202K Sell
1,243
-367
-23% -$51.2K 0.01% 1329
2015
Q4 		$257K Buy
1,610
+326
+25% +$56K 0.01% 1043
2015
Q3 		$220K Sell
1,284
-496
-28% -$97.5K 0.01% 1049
2015
Q2 		$389K Buy
1,780
+248
+16% +$55.1K 0.02% 937
2015
Q1 		$329K Sell
1,532
-479
-24% -$101K 0.01% 1174
2014
Q4 		$427K Buy
2,011
+154
+8% +$30.6K 0.02% 921
2014
Q3 		$372K Buy
1,857
+461
+33% +$94.1K 0.02% 881
2014
Q2 		$287K Sell
1,396
-7,773
-85% -$1.5M 0.01% 1236
2014
Q1 		$1.83M Sell
9,169
-175
-2% -$34.4K 0.08% 204
2013
Q4 		$2.03M Buy
9,344
+696
+8% +$139K 0.09% 172
2013
Q3 		$1.58M Buy
8,648
+2,451
+40% +$435K 0.08% 218
2013
Q2 		$1.02M Buy
+6,197
New +$980K 0.07% 266

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Profund Advisors's AMG Position: Q1 2023 in Review

Profund Advisors sold out of Affiliated Managers Group (AMG) in Q1 2023, closing a stake of 1,492 shares — an estimated $236K sold.

Profund Advisors first reported a position in AMG in Q2 2013 and held it in 26 quarters. The position peaked at $2.03M in Q4 2013. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

  • Profund Advisors reported no remaining Affiliated Managers Group position as of Q1 2023 after selling out during the quarter.
  • Profund Advisors sold 1,492 Affiliated Managers Group shares in Q1 2023, an estimated $236K.
  • Profund Advisors first reported a position in Affiliated Managers Group in Q2 2013 and held it in 26 quarters.
  • Profund Advisors's Affiliated Managers Group position peaked at $2.03M in Q4 2013.
  • 386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on Profund Advisors's 13F filing for Q1 2023, filed 12 May 2023.