Trail Ridge Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Trail Ridge Investment Advisors’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	-2,969	Closed	-$445K	–	106
2023 Q2	$445K	Hold	2,969	–	–	0.27%	74
2023 Q1	$423K	Hold	2,969	–	–	0.28%	80
2022 Q4	$470K	Hold	2,969	–	–	0.32%	76
2022 Q3	$457K	Hold	2,969	–	–	0.3%	82
2022 Q2	$346K	Hold	2,969	–	–	0.23%	105
2022 Q1	$418K	Hold	2,969	–	–	0.26%	102
2021 Q4	$488K	Buy	+2,969	New	+$498K	0.29%	87

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Trail Ridge Investment Advisors's AMG Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 2,969 shares — an estimated $445K sold.

Trail Ridge Investment Advisors first reported a position in AMG in Q4 2021 and held it in 7 quarters. The position peaked at $488K in Q4 2021. 358 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

Trail Ridge Investment Advisors reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
Trail Ridge Investment Advisors sold 2,969 Affiliated Managers Group shares in Q3 2023, an estimated $445K.
Trail Ridge Investment Advisors first reported a position in Affiliated Managers Group in Q4 2021 and held it in 7 quarters.
Trail Ridge Investment Advisors's Affiliated Managers Group position peaked at $488K in Q4 2021.
358 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.