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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Buy |
+1,200
| New | +$362K | ﹤0.01% | 3711 |
|
|
2025
Q4 | – | Sell |
-100
| Closed | -$23K | – | 8420 |
|
|
2025
Q3 | $23K | Buy |
+100
| New | +$22K | ﹤0.01% | 7205 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$15K | – | 8389 |
|
|
2024
Q2 | $15K | Buy |
+100
| New | +$15.9K | ﹤0.01% | 7103 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$45K | – | 8764 |
|
|
2023
Q4 | $45K | Buy |
+300
| New | +$40.3K | ﹤0.01% | 6165 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$89K | – | 8564 |
|
|
2023
Q2 | $89K | Buy |
+600
| New | +$85.9K | ﹤0.01% | 5221 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$11K | – | 9819 |
|
|
2022
Q2 | $11K | Sell |
100
-200
| -67% | -$25.7K | ﹤0.01% | 8176 |
|
|
2022
Q1 | $42K | Sell |
300
-800
| -73% | -$115K | ﹤0.01% | 7367 |
|
|
2021
Q4 | $180K | Buy |
1,100
+900
| +450% | +$151K | ﹤0.01% | 5340 |
|
|
2021
Q3 | $31K | Hold |
200
| – | – | ﹤0.01% | 8051 |
|
|
2021
Q2 | $30K | Buy |
200
+164
| +456% | +$26.2K | ﹤0.01% | 8216 |
|
|
2021
Q1 | $536K | Buy |
36
+21
| +140% | +$2.75K | ﹤0.01% | 3276 |
|
|
2020
Q4 | $152K | Buy |
15
+14
| +1,400% | +$1.21K | ﹤0.01% | 4966 |
|
|
2020
Q3 | $6K | Sell |
1
-39
| -98% | -$2.73K | ﹤0.01% | 7000 |
|
|
2020
Q2 | $298K | Sell |
40
-17
| -30% | -$1.15K | ﹤0.01% | 3531 |
|
|
2020
Q1 | $337K | Sell |
57
-2
| -3% | -$150 | ﹤0.01% | 3023 |
|
|
2019
Q4 | $499K | Sell |
59
-13
| -18% | -$1.07K | ﹤0.01% | 2758 |
|
|
2019
Q3 | $600K | Buy |
72
+15
| +26% | +$1.25K | ﹤0.01% | 2425 |
|
|
2019
Q2 | $525K | Sell |
57
-394
| -87% | -$38.7K | ﹤0.01% | 2516 |
|
|
2019
Q1 | $4.83M | Sell |
451
-2
| -0.4% | -$212 | 0.01% | 705 |
|
|
2018
Q4 | $4.41M | Buy |
453
+188
| +71% | +$21.2K | 0.01% | 629 |
|
|
2018
Q3 | $3.62M | Buy |
265
+61
| +30% | +$9.01K | 0.01% | 815 |
|
|
2018
Q2 | $3.03M | Buy |
204
+101
| +98% | +$16.6K | 0.01% | 841 |
|
|
2018
Q1 | $11K | Buy |
103
+83
| +415% | +$16.2K | ﹤0.01% | 3927 |
|
|
2017
Q4 | $3K | Sell |
20
-6
| -23% | -$1.16K | ﹤0.01% | 4838 |
|
|
2017
Q3 | $2K | Sell |
26
-116
| -82% | -$20.6K | ﹤0.01% | 4988 |
|
|
2017
Q2 | $30K | Sell |
142
-136
| -49% | -$21.7K | ﹤0.01% | 2877 |
|
|
2017
Q1 | $31K | Buy |
278
+99
| +55% | +$15.7K | ﹤0.01% | 2804 |
|
|
2016
Q4 | $100K | Buy |
179
+168
| +1,527% | +$24.4K | 0.01% | 1527 |
|
|
2016
Q3 | $2K | Sell |
11
-28
| -72% | -$4.01K | ﹤0.01% | 4868 |
|
|
2016
Q2 | $16K | Buy |
39
+1
| +3% | +$164 | ﹤0.01% | 3078 |
|
|
2016
Q1 | $17K | Buy |
38
+27
| +245% | +$3.77K | ﹤0.01% | 2932 |
|
|
2015
Q4 | $9K | Sell |
11
-45
| -80% | -$7.74K | ﹤0.01% | 3365 |
|
|
2015
Q3 | $43K | Buy |
+56
| New | +$11K | ﹤0.01% | 2108 |
|
|
2015
Q2 | – | Sell |
-60
| Closed | -$2K | – | 5110 |
|
|
2015
Q1 | $2K | Buy |
+60
| New | +$12.7K | ﹤0.01% | 4033 |
|
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.