Simplex Trading’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-200
| Closed | -$47K | – | 8419 |
|
|
2025
Q3 | $47K | Buy |
+200
| New | +$44.1K | ﹤0.01% | 6503 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$130K | – | 8699 |
|
|
2023
Q3 | $130K | Hold |
1,000
| – | – | ﹤0.01% | 4818 |
|
|
2023
Q2 | $149K | Hold |
1,000
| – | – | ﹤0.01% | 4625 |
|
|
2023
Q1 | $142K | Hold |
1,000
| – | – | ﹤0.01% | 4738 |
|
|
2022
Q4 | $158K | Buy |
+1,000
| New | +$141K | ﹤0.01% | 4521 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$14K | – | 9862 |
|
|
2022
Q1 | $14K | Sell |
100
-800
| -89% | -$115K | ﹤0.01% | 8568 |
|
|
2021
Q4 | $148K | Sell |
900
-14,900
| -94% | -$2.5M | ﹤0.01% | 5618 |
|
|
2021
Q3 | $2.47M | Hold |
15,800
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q2 | $2.44M | Buy |
+15,800
| New | +$2.52M | ﹤0.01% | 1912 |
|
|
2021
Q1 | – | Sell |
-165
| Closed | -$1.68M | – | 8711 |
|
|
2020
Q4 | $1.68M | Buy |
165
+153
| +1,275% | +$13.2K | ﹤0.01% | 1955 |
|
|
2020
Q3 | $82K | Sell |
12
-6
| -33% | -$419 | ﹤0.01% | 5106 |
|
|
2020
Q2 | $134K | Buy |
18
+17
| +1,700% | +$1.15K | ﹤0.01% | 4469 |
|
|
2020
Q1 | $5K | Sell |
1
-14
| -93% | -$1.05K | ﹤0.01% | 6811 |
|
|
2019
Q4 | $127K | Buy |
15
+11
| +275% | +$902 | ﹤0.01% | 4252 |
|
|
2019
Q3 | $33K | Sell |
4
-31
| -89% | -$2.59K | ﹤0.01% | 5393 |
|
|
2019
Q2 | $322K | Sell |
35
-126
| -78% | -$12.4K | ﹤0.01% | 3005 |
|
|
2019
Q1 | $1.72M | Buy |
161
+145
| +906% | +$15.4K | ﹤0.01% | 1508 |
|
|
2018
Q4 | $155K | Sell |
16
-37
| -70% | -$4.18K | ﹤0.01% | 3420 |
|
|
2018
Q3 | $724K | Buy |
53
+19
| +56% | +$2.81K | ﹤0.01% | 2215 |
|
|
2018
Q2 | $505K | Buy |
+34
| New | +$5.6K | ﹤0.01% | 2444 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$4K | – | 6050 |
|
|
2017
Q4 | $4K | Sell |
3
-41
| -93% | -$7.95K | ﹤0.01% | 4634 |
|
|
2017
Q3 | $29K | Sell |
44
-7
| -14% | -$1.25K | ﹤0.01% | 2794 |
|
|
2017
Q2 | $12K | Sell |
51
-4
| -7% | -$639 | ﹤0.01% | 3792 |
|
|
2017
Q1 | $30K | Buy |
55
+23
| +72% | +$3.64K | ﹤0.01% | 2835 |
|
|
2016
Q4 | $13K | Buy |
32
+26
| +433% | +$3.77K | ﹤0.01% | 3449 |
|
|
2016
Q3 | $1K | Sell |
6
-39
| -87% | -$5.58K | ﹤0.01% | 5223 |
|
|
2016
Q2 | $10K | Sell |
45
-87
| -66% | -$14.2K | ﹤0.01% | 3586 |
|
|
2016
Q1 | $106K | Buy |
132
+119
| +915% | +$16.6K | 0.01% | 1303 |
|
|
2015
Q4 | $1K | Sell |
13
-11
| -46% | -$1.89K | ﹤0.01% | 4761 |
|
|
2015
Q3 | $9K | Buy |
24
+22
| +1,100% | +$4.33K | ﹤0.01% | 3511 |
|
|
2015
Q2 | $2K | Buy |
2
+1
| +100% | +$222 | ﹤0.01% | 4229 |
|
|
2015
Q1 | $2K | Buy |
+1
| New | +$211 | ﹤0.01% | 4032 |
|
Other funds holding AMG
VPM
VCM
AI
Simplex Trading's AMG Position: Q1 2026 in Review
Simplex Trading opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 1,451 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #3530 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AMG as recently as Q2 2024.
Simplex Trading first reported a position in AMG in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.44M in Q4 2018. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Simplex Trading held 1,451 shares of Affiliated Managers Group worth $401K as of Q1 2026.
- Affiliated Managers Group was a new Simplex Trading position in Q1 2026.
- Affiliated Managers Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3530 holding.
- Simplex Trading first reported a position in Affiliated Managers Group in Q2 2015 and has held it in 22 quarters since.
- Simplex Trading's Affiliated Managers Group position peaked at $1.44M in Q4 2018.
- 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.