Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Affiliated Managers Group AMG Stock Holding History

Sumitomo Mitsui Trust 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 		– Sell
-8,337
Closed -$1.25M – 1136
2023
Q2 		$1.25M Hold
8,337
– – ﹤0.01% 976
2023
Q1 		$1.19M Buy
8,337
+139
+2% +$22K ﹤0.01% 979
2022
Q4 		$1.3M Sell
8,198
-135
-2% -$19.1K ﹤0.01% 995
2022
Q3 		$932K Hold
8,333
– – ﹤0.01% 1040
2022
Q2 		$972K Sell
8,333
-1,432
-15% -$184K ﹤0.01% 1050
2022
Q1 		$1.38M Hold
9,765
– – ﹤0.01% 1005
2021
Q4 		$1.61M Sell
9,765
-1,060
-10% -$178K ﹤0.01% 977
2021
Q3 		$1.64M Sell
10,825
-204
-2% -$33.4K ﹤0.01% 974
2021
Q2 		$1.7M Buy
+11,029
New +$1.76M ﹤0.01% 971
2020
Q1 		– Sell
-18,652
Closed -$1.58M – 1100
2019
Q4 		$1.58M Sell
18,652
-218,690
-92% -$17.9M ﹤0.01% 914
2019
Q3 		$19.8M Buy
237,342
+1,103
+0.5% +$92.2K 0.02% 649
2019
Q2 		$21.8M Sell
236,239
-521
-0.2% -$51.1K 0.02% 640
2019
Q1 		$25.4M Sell
236,760
-888
-0.4% -$94.3K 0.02% 594
2018
Q4 		$22.8M Buy
237,648
+67,540
+40% +$7.63M 0.02% 580
2018
Q3 		$23.3M Buy
170,108
+3,103
+2% +$458K 0.03% 589
2018
Q2 		$24.8M Sell
167,005
-9,852
-6% -$1.62M 0.03% 574
2018
Q1 		$33.5M Buy
176,857
+1,028
+0.6% +$200K 0.04% 458
2017
Q4 		$36.1M Buy
175,829
+20,416
+13% +$3.96M 0.05% 434
2017
Q3 		$29.5M Sell
155,413
-1,931
-1% -$344K 0.04% 468
2017
Q2 		$26.1M Buy
157,344
+4,428
+3% +$707K 0.04% 504
2017
Q1 		$25.1M Buy
152,916
+1,718
+1% +$272K 0.04% 502
2016
Q4 		$22M Sell
151,198
-34,434
-19% -$5M 0.04% 527
2016
Q3 		$26.9M Buy
185,632
+4,213
+2% +$603K 0.04% 458
2016
Q2 		$25.5M Buy
181,419
+5,643
+3% +$924K 0.04% 465
2016
Q1 		$28.5M Buy
175,776
+3,149
+2% +$439K 0.05% 419
2015
Q4 		$27.7M Buy
172,627
+7,564
+5% +$1.3M 0.05% 421
2015
Q3 		$28.2M Buy
165,063
+5,263
+3% +$1.03M 0.05% 405
2015
Q2 		$34.9M Buy
159,800
+17,846
+13% +$3.97M 0.06% 354
2015
Q1 		$30.5M Buy
141,954
+13,328
+10% +$2.81M 0.06% 398
2014
Q4 		$27.4M Sell
128,626
-21,346
-14% -$4.24M 0.05% 402
2014
Q3 		$30M Buy
149,972
+23,375
+18% +$4.77M 0.06% 364
2014
Q2 		$26M Sell
126,597
-4,879
-4% -$943K 0.05% 404
2014
Q1 		$26.3M Sell
131,476
-9,854
-7% -$1.94M 0.06% 403
2013
Q4 		$30.4M Sell
141,330
-5,415
-4% -$1.08M 0.06% 353
2013
Q3 		$26.8M Sell
146,745
-421
-0.3% -$74.8K 0.06% 381
2013
Q2 		$24.1M Buy
+147,166
New +$23.3M 0.05% 402

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AMG Position: Q3 2023 in Review

Sumitomo Mitsui Trust Group sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 8,337 shares — an estimated $1.25M sold.

Sumitomo Mitsui Trust Group first reported a position in AMG in Q2 2013 and held it in 36 quarters. The position peaked at $36.1M in Q4 2017. 358 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 8,337 Affiliated Managers Group shares in Q3 2023, an estimated $1.25M.
  • Sumitomo Mitsui Trust Group first reported a position in Affiliated Managers Group in Q2 2013 and held it in 36 quarters.
  • Sumitomo Mitsui Trust Group's Affiliated Managers Group position peaked at $36.1M in Q4 2017.
  • 358 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2023, filed 30 Oct 2023.