SGI
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Summit Global Investments’s Affiliated Managers Group AMG Stock Holding History

Summit Global Investments’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
2024
Q3 		– Sell
-3,956
Closed -$618K – 500
2024
Q2 		$618K Buy
+3,956
New +$630K 0.04% 309
2022
Q2 		– Sell
-3,336
Closed -$470K – 456
2022
Q1 		$470K Buy
+3,336
New +$479K 0.03% 345

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Summit Global Investments's AMG Position: Q3 2024 in Review

Summit Global Investments sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 3,956 shares — an estimated $618K sold.

Summit Global Investments first reported a position in AMG in Q1 2022 and held it in 2 quarters. The position peaked at $618K in Q2 2024. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Summit Global Investments reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 3,956 Affiliated Managers Group shares in Q3 2024, an estimated $618K.
  • Summit Global Investments first reported a position in Affiliated Managers Group in Q1 2022 and held it in 2 quarters.
  • Summit Global Investments's Affiliated Managers Group position peaked at $618K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.