Sciencast Management’s Affiliated Managers Group AMG Stock Holding History

Sciencast Management’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
2023 Q3	–	Sell	-1,854	Closed	-$281K	–	333
2023 Q2	$281K	Buy	+1,854	New	+$265K	0.23%	177
2021 Q3	–	Sell	-1,910	Closed	-$335K	–	362
2021 Q2	$335K	Buy	+1,910	New	+$305K	0.07%	348
2020 Q3	–	Sell	-6,109	Closed	-$429K	–	381
2020 Q2	$429K	Buy	+6,109	New	+$413K	0.11%	290
2018 Q4	–	Sell	-3,566	Closed	-$425K	–	228
2018 Q3	$425K	Buy	3,566 +1,137	+47%	+$168K	0.29%	140
2018 Q2	$363K	Buy	+2,429	New	+$400K	0.34%	130
2016 Q3	–	Sell	-11,500	Closed	-$1.62M	–	105
2016 Q2	$1.62M	Buy	+11,500	New	+$1.88M	0.71%	36

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

Sciencast Management's AMG Position: Q3 2023 in Review

Sciencast Management sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 1,854 shares — an estimated $281K sold.

Sciencast Management first reported a position in AMG in Q2 2016 and held it in 6 quarters. The position peaked at $1.62M in Q2 2016. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

Sciencast Management reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
Sciencast Management sold 1,854 Affiliated Managers Group shares in Q3 2023, an estimated $281K.
Sciencast Management first reported a position in Affiliated Managers Group in Q2 2016 and held it in 6 quarters.
Sciencast Management's Affiliated Managers Group position peaked at $1.62M in Q2 2016.
357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Sciencast Management's 13F filing for Q3 2023, filed 14 Nov 2023.