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TwinBeech Capital’s Affiliated Managers Group AMG Stock Holding History

TwinBeech Capital’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
Q4 		– Sell
-10,831
Closed -$1.93M – 599
2024
Q3 		$1.93M Buy
+10,831
New +$1.84M 0.04% 414
2023
Q4 		– Sell
-4,869
Closed -$635K – 629
2023
Q3 		$635K Buy
+4,869
New +$681K 0.01% 529
2023
Q2 		– Sell
-35,560
Closed -$5.06M – 578
2023
Q1 		$5.06M Buy
35,560
+31,375
+750% +$4.96M 0.1% 239
2022
Q4 		$663K Buy
+4,185
New +$592K 0.01% 563
2022
Q1 		– Sell
-14,580
Closed -$2.4M – 487
2021
Q4 		$2.4M Buy
+14,580
New +$2.44M 0.14% 198
2021
Q3 		– Sell
-5,015
Closed -$773K – 563
2021
Q2 		$773K Buy
+5,015
New +$800K 0.09% 247
2020
Q1 		– Sell
-2,978
Closed -$252K – 282
2019
Q4 		$252K Buy
+2,978
New +$244K 0.07% 322

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TwinBeech Capital's AMG Position: Q4 2024 in Review

TwinBeech Capital sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 10,831 shares — an estimated $1.93M sold.

TwinBeech Capital first reported a position in AMG in Q4 2019 and held it in 7 quarters. The position peaked at $5.06M in Q1 2023. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • TwinBeech Capital reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • TwinBeech Capital sold 10,831 Affiliated Managers Group shares in Q4 2024, an estimated $1.93M.
  • TwinBeech Capital first reported a position in Affiliated Managers Group in Q4 2019 and held it in 7 quarters.
  • TwinBeech Capital's Affiliated Managers Group position peaked at $5.06M in Q1 2023.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.