RGI
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River Global Investors’s Affiliated Managers Group AMG Stock Holding History

River Global Investors’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
Q4 		– Sell
-3,529
Closed -$627K – 140
2024
Q3 		$627K Buy
3,529
+328
+10% +$55.7K 0.14% 131
2024
Q2 		$500K Sell
3,201
-91
-3% -$14.5K 0.14% 145
2024
Q1 		$551K Sell
3,292
-6,080
-65% -$945K 0.14% 167
2023
Q4 		$1.42M Sell
9,372
-1,286
-12% -$173K 0.27% 115
2023
Q3 		$1.39M Sell
10,658
-4,902
-32% -$686K 0.33% 89
2023
Q2 		$2.33M Sell
15,560
-60
-0.4% -$8.59K 0.46% 66
2023
Q1 		$2.22M Sell
15,620
-4,900
-24% -$774K 0.46% 67
2022
Q4 		$3.25M Sell
20,520
-16,038
-44% -$2.27M 0.7% 42
2022
Q3 		$4.09M Sell
36,558
-2,060
-5% -$259K 0.78% 38
2022
Q2 		$4.51M Sell
38,618
-4,012
-9% -$516K 0.8% 44
2022
Q1 		$6.01M Sell
42,630
-3,260
-7% -$468K 0.79% 41
2021
Q4 		$7.55M Sell
45,890
-10,944
-19% -$1.84M 0.59% 36
2021
Q3 		$8.59M Sell
56,834
-28,154
-33% -$4.61M 0.67% 30
2021
Q2 		$13.1M Sell
84,988
-1,546
-2% -$247K 0.85% 26
2021
Q1 		$12.9M Sell
86,534
-11,900
-12% -$1.56M 0.77% 30
2020
Q4 		$10M Sell
98,434
-14,960
-13% -$1.29M 0.57% 37
2020
Q3 		$7.75M Sell
113,394
-10,350
-8% -$723K 0.57% 40
2020
Q2 		$9.22M Sell
123,744
-11,093
-8% -$750K 0.67% 27
2020
Q1 		$7.97M Sell
134,837
-23,857
-15% -$1.79M 0.73% 29
2019
Q4 		$13.4M Buy
158,694
+30,989
+24% +$2.54M 0.75% 34
2019
Q3 		$10.6M Buy
127,705
+11,175
+10% +$934K 0.75% 34
2019
Q2 		$10.7M Buy
116,530
+46,600
+67% +$4.57M 0.75% 39
2019
Q1 		$7.49M Buy
69,930
+10,850
+18% +$1.15M 0.52% 64
2018
Q4 		$5.75M Buy
+59,080
New +$6.67M 0.5% 67
2015
Q2 		$21K Buy
+100
New +$22.2K 0.03% 90

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

River Global Investors's AMG Position: Q4 2024 in Review

River Global Investors sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 3,529 shares — an estimated $627K sold.

River Global Investors first reported a position in AMG in Q2 2015 and held it in 25 quarters. The position peaked at $13.4M in Q4 2019. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • River Global Investors reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • River Global Investors sold 3,529 Affiliated Managers Group shares in Q4 2024, an estimated $627K.
  • River Global Investors first reported a position in Affiliated Managers Group in Q2 2015 and held it in 25 quarters.
  • River Global Investors's Affiliated Managers Group position peaked at $13.4M in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.