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Sargent Bickham Lagudis’s Affiliated Managers Group AMG Stock Holding History

Sargent Bickham Lagudis’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 		$317 Hold
2
– – ﹤0.01% 1004
2022
Q3 		$0 Hold
2
– – ﹤0.01% 977
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1045
2022
Q1 		$0 Hold
2
– – ﹤0.01% 953
2021
Q4 		$0 Hold
2
– – ﹤0.01% 952
2021
Q3 		$0 Hold
2
– – ﹤0.01% 942
2021
Q2 		$0 Hold
2
– – ﹤0.01% 923
2021
Q1 		$0 Hold
2
– – ﹤0.01% 931
2020
Q4 		$0 Hold
2
– – ﹤0.01% 870
2020
Q3 		$0 Hold
2
– – ﹤0.01% 788
2020
Q2 		$0 Hold
2
– – ﹤0.01% 764
2020
Q1 		$0 Hold
2
– – ﹤0.01% 772
2019
Q4 		$0 Hold
2
– – ﹤0.01% 842
2019
Q3 		$0 Hold
2
– – ﹤0.01% 712
2019
Q2 		$0 Hold
2
– – ﹤0.01% 753
2019
Q1 		$0 Hold
2
– – ﹤0.01% 801
2018
Q4 		$0 Sell
2
-53
-96% -$5.99K ﹤0.01% 748
2018
Q3 		$8K Hold
55
– – ﹤0.01% 632
2018
Q2 		$8K Hold
55
– – ﹤0.01% 612
2018
Q1 		$10K Buy
55
+53
+2,650% +$10.3K ﹤0.01% 570
2017
Q4 		$0 Hold
2
– – ﹤0.01% 787
2017
Q3 		$0 Hold
2
– – ﹤0.01% 813
2017
Q2 		$0 Hold
2
– – ﹤0.01% 770
2017
Q1 		$0 Buy
+2
New +$316 ﹤0.01% 749
2016
Q3 		– Sell
-45
Closed -$4K – 723
2016
Q2 		$4K Hold
45
– – ﹤0.01% 622
2016
Q1 		$4K Buy
+45
New +$6.28K ﹤0.01% 641

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

Sargent Bickham Lagudis's AMG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Affiliated Managers Group (AMG) position steady in Q4 2022 at 2 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Sargent Bickham Lagudis first reported a position in AMG in Q1 2016 and has held it in 26 quarters since. The position peaked at $10K in Q1 2018. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

  • Sargent Bickham Lagudis held 2 shares of Affiliated Managers Group worth $317 as of Q4 2022.
  • Sargent Bickham Lagudis left its Affiliated Managers Group share count unchanged in Q4 2022.
  • Affiliated Managers Group made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1004 holding.
  • Sargent Bickham Lagudis first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 26 quarters since.
  • Sargent Bickham Lagudis's Affiliated Managers Group position peaked at $10K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.