Vigilant Capital Management’s Affiliated Managers Group AMG Stock Holding History

Vigilant Capital Management’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 Q2	$4K	Hold	28	–	–	﹤0.01%	429
2023 Q1	$4K	Hold	28	–	–	﹤0.01%	414
2022 Q4	$4K	Hold	28	–	–	﹤0.01%	451
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	539
2022 Q2	$3K	Sell	28 -15	-35%	-$1.93K	﹤0.01%	552
2022 Q1	$6K	Hold	43	–	–	﹤0.01%	501
2021 Q4	$7K	Hold	43	–	–	﹤0.01%	530
2021 Q3	$6K	Buy	+43	New	+$7.04K	﹤0.01%	601

Other funds holding AMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Vigilant Capital Management's AMG Position: Q2 2023 in Review

Vigilant Capital Management held its Affiliated Managers Group (AMG) position steady in Q2 2023 at 28 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Vigilant Capital Management first reported a position in AMG in Q3 2021 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

Vigilant Capital Management held 28 shares of Affiliated Managers Group worth $4K as of Q2 2023.
Vigilant Capital Management left its Affiliated Managers Group share count unchanged in Q2 2023.
Affiliated Managers Group made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #429 holding.
Vigilant Capital Management first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 8 quarters since.
Vigilant Capital Management's Affiliated Managers Group position peaked at $7K in Q4 2021.
380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.