SAM
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S.A. Mason’s Affiliated Managers Group AMG Stock Holding History

S.A. Mason’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
Q2 		– Sell
-100
Closed -$6K – 282
2020
Q1 		$6K Hold
100
– – 0.01% 340
2019
Q4 		$8K Buy
+100
New +$8.2K 0.01% 361

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

S.A. Mason's AMG Position: Q2 2020 in Review

S.A. Mason sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 100 shares — an estimated $6K sold.

S.A. Mason first reported a position in AMG in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • S.A. Mason reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 100 Affiliated Managers Group shares in Q2 2020, an estimated $6K.
  • S.A. Mason first reported a position in Affiliated Managers Group in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's Affiliated Managers Group position peaked at $8K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.