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Sumitomo Mitsui DS Asset Management’s Affiliated Managers Group AMG Stock Holding History

Sumitomo Mitsui DS 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
2019
Q4 		– Sell
-2,827
Closed -$235K – 724
2019
Q3 		$235K Hold
2,827
– – 0.01% 683
2019
Q2 		$260K Sell
2,827
-867
-23% -$85.1K 0.01% 687
2019
Q1 		$395K Hold
3,694
– – 0.01% 721
2018
Q4 		$359K Sell
3,694
-350
-9% -$39.5K 0.01% 698
2018
Q3 		$552K Buy
4,044
+10
+0.2% +$1.48K 0.01% 670
2018
Q2 		$599K Buy
4,034
+20
+0.5% +$3.3K 0.01% 650
2018
Q1 		$760K Sell
4,014
-66
-2% -$12.9K 0.01% 585
2017
Q4 		$837K Sell
4,080
-220
-5% -$42.6K 0.01% 575
2017
Q3 		$816K Sell
4,300
-314
-7% -$55.9K 0.01% 539
2017
Q2 		$765K Buy
4,614
+4
+0.1% +$639 0.01% 560
2017
Q1 		$755K Buy
4,610
+568
+14% +$89.9K 0.01% 573
2016
Q4 		$587K Buy
4,042
+25
+0.6% +$3.63K 0.01% 590
2016
Q3 		$581K Sell
4,017
-11
-0.3% -$1.57K 0.01% 587
2016
Q2 		$567K Buy
4,028
+48
+1% +$7.86K 0.02% 561
2016
Q1 		$646K Buy
3,980
+15
+0.4% +$2.09K 0.02% 541
2015
Q4 		$633K Sell
3,965
-514
-11% -$88.4K 0.02% 533
2015
Q3 		$765K Sell
4,479
-631
-12% -$124K 0.03% 477
2015
Q2 		$1.12M Sell
5,110
-181
-3% -$40.2K 0.04% 404
2015
Q1 		$1.14M Sell
5,291
-23,927
-82% -$5.05M 0.03% 428
2014
Q4 		$6.2M Buy
29,218
+9,551
+49% +$1.9M 0.19% 135
2014
Q3 		$3.94M Sell
19,667
-1,668
-8% -$340K 0.12% 183
2014
Q2 		$4.38M Sell
21,335
-11,629
-35% -$2.25M 0.13% 180
2014
Q1 		$6.59M Sell
32,964
-773
-2% -$152K 0.19% 121
2013
Q4 		$7.32M Buy
33,737
+6,561
+24% +$1.31M 0.21% 108
2013
Q3 		$4.96M Sell
27,176
-826
-3% -$147K 0.14% 149
2013
Q2 		$4.59M Buy
+28,002
New +$4.43M 0.13% 155

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's AMG Position: Q4 2019 in Review

Sumitomo Mitsui DS Asset Management sold out of Affiliated Managers Group (AMG) in Q4 2019, closing a stake of 2,827 shares — an estimated $235K sold.

Sumitomo Mitsui DS Asset Management first reported a position in AMG in Q2 2013 and held it in 26 quarters. The position peaked at $7.32M in Q4 2013. 346 funds tracked by Wall St. Rank hold AMG as of Q4 2019.

  • Sumitomo Mitsui DS Asset Management reported no remaining Affiliated Managers Group position as of Q4 2019 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 2,827 Affiliated Managers Group shares in Q4 2019, an estimated $235K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 26 quarters.
  • Sumitomo Mitsui DS Asset Management's Affiliated Managers Group position peaked at $7.32M in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2019.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2019, filed 24 Jan 2020.