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Voya Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Voya Financial 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
2020
Q1 		– Sell
-2,618
Closed -$221K – 578
2019
Q4 		$221K Buy
2,618
+91
+4% +$7.46K 0.01% 580
2019
Q3 		$210K Sell
2,527
-56
-2% -$4.68K 0.01% 574
2019
Q2 		$236K Buy
2,583
+477
+23% +$46.8K 0.01% 551
2019
Q1 		$224K Buy
+2,106
New +$224K 0.01% 546
2018
Q1 		– Sell
-1,094
Closed -$226K – 543
2017
Q4 		$226K Sell
1,094
-34
-3% -$6.59K 0.01% 501
2017
Q3 		$214K Buy
+1,128
New +$201K 0.01% 480

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Voya Financial Advisors's AMG Position: Q1 2020 in Review

Voya Financial Advisors sold out of Affiliated Managers Group (AMG) in Q1 2020, closing a stake of 2,618 shares — an estimated $221K sold.

Voya Financial Advisors first reported a position in AMG in Q3 2017 and held it in 6 quarters. The position peaked at $236K in Q2 2019. 295 funds tracked by Wall St. Rank hold AMG as of Q1 2020.

  • Voya Financial Advisors reported no remaining Affiliated Managers Group position as of Q1 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 2,618 Affiliated Managers Group shares in Q1 2020, an estimated $221K.
  • Voya Financial Advisors first reported a position in Affiliated Managers Group in Q3 2017 and held it in 6 quarters.
  • Voya Financial Advisors's Affiliated Managers Group position peaked at $236K in Q2 2019.
  • 295 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2020.

Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.