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Westpac Banking Corp’s Affiliated Managers Group AMG Stock Holding History

Westpac Banking Corp’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
2022
Q4 		– Sell
-13,910
Closed -$1.56M – 763
2022
Q3 		$1.56M Sell
13,910
-850
-6% -$107K 0.02% 545
2022
Q2 		$1.72M Hold
14,760
– – 0.02% 566
2022
Q1 		$2.08M Hold
14,760
– – 0.02% 560
2021
Q4 		$2.43M Buy
14,760
+890
+6% +$149K 0.03% 533
2021
Q3 		$2.1M Sell
13,870
-25,784
-65% -$4.22M 0.02% 576
2021
Q2 		$6.12M Sell
39,654
-1,196
-3% -$191K 0.06% 397
2021
Q1 		$6.09M Hold
40,850
– – 0.07% 360
2020
Q4 		$4.15M Sell
40,850
-1,220
-3% -$105K 0.05% 442
2020
Q3 		$2.88M Hold
42,070
– – 0.04% 441
2020
Q2 		$3.14M Sell
42,070
-1,000
-2% -$67.6K 0.05% 425
2020
Q1 		$2.55M Buy
43,070
+3,425
+9% +$257K 0.04% 415
2019
Q4 		$3.36M Buy
39,645
+1,272
+3% +$104K 0.04% 453
2019
Q3 		$3.2M Buy
38,373
+2,275
+6% +$190K 0.04% 451
2019
Q2 		$3.33M Buy
36,098
+11,770
+48% +$1.15M 0.05% 376
2019
Q1 		$2.61M Buy
24,328
+3,220
+15% +$342K 0.04% 397
2018
Q4 		$2.06M Buy
21,108
+17,680
+516% +$2M 0.04% 456
2018
Q3 		$469K Hold
3,428
– – 0.01% 662
2018
Q2 		$510K Hold
3,428
– – 0.01% 638
2018
Q1 		$650K Hold
3,428
– – 0.01% 576
2017
Q4 		$704K Hold
3,428
– – 0.02% 547
2017
Q3 		$651K Hold
3,428
– – 0.01% 621
2017
Q2 		$569K Hold
3,428
– – 0.01% 675
2017
Q1 		$562K Hold
3,428
– – ﹤0.01% 779
2016
Q4 		$490K Hold
3,428
– – ﹤0.01% 720
2016
Q3 		$496K Hold
3,428
– – 0.01% 686
2016
Q2 		$483K Buy
3,428
+677
+25% +$111K 0.01% 732
2016
Q1 		$447K Buy
2,751
+65
+2% +$9.07K ﹤0.01% 686
2015
Q4 		$429K Sell
2,686
-50
-2% -$8.6K ﹤0.01% 714
2015
Q3 		$468K Buy
2,736
+2,380
+669% +$468K 0.01% 654
2015
Q2 		$77.8K Sell
356
-2,892
-89% -$643K ﹤0.01% 753
2015
Q1 		$784K Sell
3,248
-500
-13% -$105K 0.01% 656
2014
Q4 		$795K Hold
3,748
– – 0.01% 649
2014
Q3 		$751K Hold
3,748
– – 0.01% 664
2014
Q2 		$770K Sell
3,748
-72,308
-95% -$14M 0.01% 658
2014
Q1 		$23M Buy
76,056
+72,808
+2,242% +$14.3M 0.25% 98
2013
Q4 		$704K Hold
3,248
– – 0.01% 670
2013
Q3 		$593K Sell
3,248
-49
-1% -$8.7K 0.01% 683
2013
Q2 		$529K Buy
+3,297
New +$522K 0.01% 702

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Westpac Banking Corp's AMG Position: Q4 2022 in Review

Westpac Banking Corp sold out of Affiliated Managers Group (AMG) in Q4 2022, closing a stake of 13,910 shares — an estimated $1.56M sold.

Westpac Banking Corp first reported a position in AMG in Q2 2013 and held it in 38 quarters. The position peaked at $23M in Q1 2014. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

  • Westpac Banking Corp reported no remaining Affiliated Managers Group position as of Q4 2022 after selling out during the quarter.
  • Westpac Banking Corp sold 13,910 Affiliated Managers Group shares in Q4 2022, an estimated $1.56M.
  • Westpac Banking Corp first reported a position in Affiliated Managers Group in Q2 2013 and held it in 38 quarters.
  • Westpac Banking Corp's Affiliated Managers Group position peaked at $23M in Q1 2014.
  • 366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Westpac Banking Corp's 13F filing for Q4 2022, filed 6 Feb 2023.