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Shell Asset Management’s Affiliated Managers Group AMG Stock Holding History

Shell Asset 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
2025
Q3 		$110K Sell
460
-737
-62% -$162K 0.01% 621
2025
Q2 		$236K Sell
1,197
-246
-17% -$42.7K 0.01% 712
2025
Q1 		$242K Sell
1,443
-62
-4% -$10.8K 0.01% 707
2024
Q4 		$278K Sell
1,505
-4
-0.3% -$746 0.01% 698
2024
Q3 		$268K Buy
+1,509
New +$256K 0.01% 725
2024
Q1 		$249K Sell
1,594
-161
-9% -$25K 0.01% 738
2023
Q4 		$266K Buy
1,755
+384
+28% +$51.6K 0.01% 756
2023
Q3 		$179K Sell
1,371
-21
-2% -$2.94K 0.01% 939
2023
Q2 		$209K Sell
1,392
-8
-0.6% -$1.15K 0.01% 906
2023
Q1 		$199K Sell
1,400
-5
-0.4% -$790 0.01% 923
2022
Q4 		$223K Sell
1,405
-298
-17% -$42.2K 0.01% 918
2022
Q3 		$190K Sell
1,703
-448
-21% -$56.2K 0.01% 1032
2022
Q2 		$251K Buy
2,151
+3
+0.1% +$386 0.01% 1047
2022
Q1 		$303K Sell
2,148
-318
-13% -$45.7K 0.01% 1037
2021
Q4 		$406K Buy
2,466
+15
+0.6% +$2.52K 0.01% 987
2021
Q3 		$370K Sell
2,451
-100
-4% -$16.4K 0.01% 997
2021
Q2 		$393K Buy
2,551
+1,371
+116% +$219K 0.01% 1016
2021
Q1 		$176K Buy
+1,180
New +$154K ﹤0.01% 1180
2019
Q4 		– Sell
-1,941
Closed -$162K – 1242
2019
Q3 		$162K Sell
1,941
-661
-25% -$55.2K ﹤0.01% 1160
2019
Q2 		$240K Sell
2,602
-33,311
-93% -$3.27M 0.01% 1094
2019
Q1 		$3.85M Buy
35,913
+14,504
+68% +$1.54M 0.08% 256
2018
Q4 		$2.09M Buy
21,409
+617
+3% +$69.7K 0.05% 329
2018
Q3 		$2.84M Buy
20,792
+578
+3% +$85.4K 0.06% 324
2018
Q2 		$3M Sell
20,214
-1,006
-5% -$166K 0.06% 326
2018
Q1 		$4.02M Buy
21,220
+218
+1% +$42.5K 0.08% 264
2017
Q4 		$4.31M Sell
21,002
-206
-1% -$39.9K 0.09% 255
2017
Q3 		$4.03M Buy
21,208
+340
+2% +$60.5K 0.09% 248
2017
Q2 		$3.46M Hold
20,868
– – 0.07% 272
2017
Q1 		$3.42M Buy
20,868
+363
+2% +$57.4K 0.08% 272
2016
Q4 		$2.98M Sell
20,505
-149
-0.7% -$21.6K 0.07% 291
2016
Q3 		$2.99M Buy
+20,654
New +$2.96M 0.06% 312

Other funds holding AMG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shell Asset Management's AMG Position: Q3 2025 in Review

Shell Asset Management reduced its Affiliated Managers Group (AMG) stake by 62% in Q3 2025, selling an estimated $162K and leaving 460 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #621.

Shell Asset Management first reported a position in AMG in Q3 2016 and has held it in 31 quarters since. The position peaked at $4.31M in Q4 2017. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Shell Asset Management held 460 shares of Affiliated Managers Group worth $110K as of Q3 2025.
  • Shell Asset Management sold 737 Affiliated Managers Group shares in Q3 2025, an estimated $162K.
  • Affiliated Managers Group made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #621 holding.
  • Shell Asset Management first reported a position in Affiliated Managers Group in Q3 2016 and has held it in 31 quarters since.
  • Shell Asset Management's Affiliated Managers Group position peaked at $4.31M in Q4 2017.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.