Stone Ridge Asset Management’s Affiliated Managers Group AMG Stock Holding History

Stone Ridge 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
2020 Q3	–	Sell	-5,097	Closed	-$380K	–	22
2020 Q2	$380K	Sell	5,097 -95	-2%	-$6.42K	0.06%	348
2020 Q1	$307K	Buy	5,192 +1,800	+53%	+$135K	0.03%	509
2019 Q4	$287K	Buy	+3,392	New	+$278K	0.02%	798
2019 Q2	–	Sell	-2,792	Closed	-$299K	–	1142
2019 Q1	$299K	Buy	+2,792	New	+$297K	0.02%	917
2018 Q4	–	Sell	-13,254	Closed	-$1.81M	–	1238
2018 Q3	$1.81M	Sell	13,254 -1,777	-12%	-$262K	0.1%	229
2018 Q2	$2.23M	Sell	15,031 -709	-5%	-$117K	0.13%	158
2018 Q1	$2.98M	Hold	15,740	–	–	0.17%	106
2017 Q4	$3.23M	Buy	+15,740	New	+$3.05M	0.2%	84

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Stone Ridge Asset Management's AMG Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Affiliated Managers Group (AMG) in Q3 2020, closing a stake of 5,097 shares — an estimated $380K sold.

Stone Ridge Asset Management first reported a position in AMG in Q4 2017 and held it in 8 quarters. The position peaked at $3.23M in Q4 2017. 275 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

Stone Ridge Asset Management reported no remaining Affiliated Managers Group position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 5,097 Affiliated Managers Group shares in Q3 2020, an estimated $380K.
Stone Ridge Asset Management first reported a position in Affiliated Managers Group in Q4 2017 and held it in 8 quarters.
Stone Ridge Asset Management's Affiliated Managers Group position peaked at $3.23M in Q4 2017.
275 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.