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Prudential plc’s Affiliated Managers Group AMG Stock Holding History

Prudential plc’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
2024
Q1 		– Sell
-3,761
Closed -$569K – 752
2023
Q4 		$569K Buy
+3,761
New +$505K 0.01% 748
2023
Q3 		– Sell
-3,253
Closed -$488K – 869
2023
Q2 		$488K Hold
3,253
– – 0.01% 780
2023
Q1 		$463K Buy
+3,253
New +$514K 0.01% 763
2019
Q4 		– Sell
-32,195
Closed -$2.67M – 570
2019
Q3 		$2.67M Sell
32,195
-14,033
-30% -$1.17M 0.01% 458
2019
Q2 		$4.25M Buy
46,228
+2,371
+5% +$233K 0.01% 410
2019
Q1 		$4.7M Sell
43,857
-811
-2% -$86.2K 0.02% 338
2018
Q4 		$4.35M Sell
44,668
-31,586
-41% -$3.57M 0.02% 339
2018
Q3 		$10.4M Buy
76,254
+3,153
+4% +$466K 0.03% 294
2018
Q2 		$10.9M Sell
73,101
-50,181
-41% -$8.27M 0.03% 297
2018
Q1 		$23.4M Sell
123,282
-9,918
-7% -$1.93M 0.07% 229
2017
Q4 		$27.3M Sell
133,200
-18,339
-12% -$3.55M 0.08% 216
2017
Q3 		$28.8M Buy
151,539
+4,542
+3% +$808K 0.09% 209
2017
Q2 		$24.4M Buy
146,997
+19,545
+15% +$3.12M 0.08% 224
2017
Q1 		$20.9M Buy
+127,452
New +$20.2M 0.07% 236

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Prudential plc's AMG Position: Q1 2024 in Review

Prudential plc sold out of Affiliated Managers Group (AMG) in Q1 2024, closing a stake of 3,761 shares — an estimated $569K sold.

Prudential plc first reported a position in AMG in Q1 2017 and held it in 14 quarters. The position peaked at $28.8M in Q3 2017. 403 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

  • Prudential plc reported no remaining Affiliated Managers Group position as of Q1 2024 after selling out during the quarter.
  • Prudential plc sold 3,761 Affiliated Managers Group shares in Q1 2024, an estimated $569K.
  • Prudential plc first reported a position in Affiliated Managers Group in Q1 2017 and held it in 14 quarters.
  • Prudential plc's Affiliated Managers Group position peaked at $28.8M in Q3 2017.
  • 403 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on Prudential plc's 13F filing for Q1 2024, filed 14 May 2024.