Psagot Value Holdings’s Affiliated Managers Group AMG Stock Holding History

Psagot Value Holdings’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
2022 Q4	–	Sell	-2,000	Closed	-$224K	–	344
2022 Q3	$224K	Sell	2,000 -1,900	-49%	-$238K	0.06%	161
2022 Q2	$455K	Hold	3,900	–	–	0.11%	126
2022 Q1	$550K	Hold	3,900	–	–	0.12%	128
2021 Q4	$642K	Hold	3,900	–	–	0.12%	123
2021 Q3	$589K	Hold	3,900	–	–	0.1%	165
2021 Q2	$601K	Buy	+3,900	New	+$622K	0.02%	200

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Psagot Value Holdings's AMG Position: Q4 2022 in Review

Psagot Value Holdings sold out of Affiliated Managers Group (AMG) in Q4 2022, closing a stake of 2,000 shares — an estimated $224K sold.

Psagot Value Holdings first reported a position in AMG in Q2 2021 and held it in 6 quarters. The position peaked at $642K in Q4 2021. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

Psagot Value Holdings reported no remaining Affiliated Managers Group position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 2,000 Affiliated Managers Group shares in Q4 2022, an estimated $224K.
Psagot Value Holdings first reported a position in Affiliated Managers Group in Q2 2021 and held it in 6 quarters.
Psagot Value Holdings's Affiliated Managers Group position peaked at $642K in Q4 2021.
366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.