UMB Bank’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129K | Buy |
465
+27
| +6% | +$8.14K | ﹤0.01% | 855 |
|
|
2025
Q4 | $126K | Buy |
438
+72
| +20% | +$18.6K | ﹤0.01% | 842 |
|
|
2025
Q3 | $87.3K | Sell |
366
-29
| -7% | -$6.39K | ﹤0.01% | 925 |
|
|
2025
Q2 | $77.7K | Buy |
395
+97
| +33% | +$16.8K | ﹤0.01% | 932 |
|
|
2025
Q1 | $50.1K | Buy |
298
+43
| +17% | +$7.5K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $47.2K | Buy |
255
+69
| +37% | +$12.9K | ﹤0.01% | 942 |
|
|
2024
Q3 | $33.1K | Buy |
186
+154
| +481% | +$26.2K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $5K | Sell |
32
-22
| -41% | -$3.5K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $9.04K | Sell |
54
-20
| -27% | -$3.11K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $11.2K | Sell |
74
-27
| -27% | -$3.63K | ﹤0.01% | 1257 |
|
|
2023
Q3 | $13.2K | Buy |
101
+45
| +80% | +$6.29K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $8.39K | Hold |
56
| – | – | ﹤0.01% | 1337 |
|
|
2023
Q1 | $7.98K | Hold |
56
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q4 | $9K | Hold |
56
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q3 | $6K | Buy |
56
+7
| +14% | +$878 | ﹤0.01% | 1416 |
|
|
2022
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 1563 |
|
|
2022
Q1 | $7K | Buy |
49
+19
| +63% | +$2.73K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $5K | Buy |
+30
| New | +$5.03K | ﹤0.01% | 1621 |
|
|
2016
Q3 | – | Sell |
-1,548
| Closed | -$218K | – | 348 |
|
|
2016
Q2 | $218K | Sell |
1,548
-418
| -21% | -$68.4K | 0.01% | 326 |
|
|
2016
Q1 | $319K | Sell |
1,966
-3
| -0.2% | -$419 | 0.01% | 276 |
|
|
2015
Q4 | $314K | Sell |
1,969
-386
| -16% | -$66.4K | 0.01% | 282 |
|
|
2015
Q3 | $402K | Buy |
2,355
+86
| +4% | +$16.9K | 0.02% | 214 |
|
|
2015
Q2 | $496 | Sell |
2,269
-205
| -8% | -$45.6K | 0.02% | 210 |
|
|
2015
Q1 | $531 | Buy |
2,474
+552
| +29% | +$116K | 0.02% | 211 |
|
|
2014
Q4 | $408K | Buy |
1,922
+2
| +0.1% | +$397 | 0.02% | 224 |
|
|
2014
Q3 | $385 | Sell |
1,920
-30
| -2% | -$6.12K | 0.02% | 227 |
|
|
2014
Q2 | $401K | Sell |
1,950
-165
| -8% | -$31.9K | 0.02% | 226 |
|
|
2014
Q1 | $423K | Sell |
2,115
-1,388
| -40% | -$273K | 0.02% | 222 |
|
|
2013
Q4 | $759 | Sell |
3,503
-1,020
| -23% | -$204K | 0.04% | 180 |
|
|
2013
Q3 | $826 | Sell |
4,523
-14,083
| -76% | -$2.5M | 0.05% | 175 |
|
|
2013
Q2 | $3.05K | Buy |
+18,606
| New | +$2.94M | 0.18% | 103 |
|
Other funds holding AMG
VPM
VCM
AI
