Summit Trail Advisors’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$550K	Buy	+2,795	New	+$550K	0.01%	702
2024 Q4	–	Sell	-1,573	Closed	-$280K	–	417
2024 Q3	$280K	Buy	+1,573	New	+$280K	0.01%	566
2018 Q1	–	Sell	-236	Closed	-$49K	–	479
2017 Q4	$49K	Buy	+236	New	+$49K	0.01%	822