Steward Financial Group’s Affiliated Managers Group AMG Stock Holding History

Steward Financial Group’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	$3K	Buy	+30	New	+$4.2K	﹤0.01%	788
2023 Q2	–	Sell	-26	Closed	-$3K	–	443
2023 Q1	$3K	Buy	26 +9	+53%	+$1.42K	﹤0.01%	385
2022 Q4	$2K	Buy	+17	New	+$2.4K	﹤0.01%	298
2022 Q3	–	Sell	-9	Closed	-$1K	–	115
2022 Q2	$1K	Buy	+9	New	+$1.16K	﹤0.01%	650

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

Steward Financial Group's AMG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Affiliated Managers Group (AMG) in Q3 2023: 30 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AMG as recently as Q1 2023.

Steward Financial Group first reported a position in AMG in Q2 2022 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

Steward Financial Group held 30 shares of Affiliated Managers Group worth $3K as of Q3 2023.
Affiliated Managers Group was a new Steward Financial Group position in Q3 2023.
Affiliated Managers Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #788 holding.
Steward Financial Group first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 4 quarters since.
357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.