WEC
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Winslow Evans & Crocker’s Affiliated Managers Group AMG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$2K Hold
15
– – ﹤0.01% 1210
2020
Q3 		$1K Sell
15
-100
-87% -$6.99K ﹤0.01% 1041
2020
Q2 		$8K Sell
115
-1
-0.9% -$68 ﹤0.01% 776
2020
Q1 		$8K Hold
116
– – ﹤0.01% 730
2019
Q4 		$12K Hold
116
– – ﹤0.01% 761
2019
Q3 		$12K Hold
116
– – ﹤0.01% 742
2019
Q2 		$12K Hold
116
– – ﹤0.01% 760
2019
Q1 		$14K Sell
116
-72
-38% -$7.65K ﹤0.01% 729
2018
Q4 		$20K Hold
188
– – 0.01% 619
2018
Q3 		$26K Sell
188
-34
-15% -$5.02K 0.01% 604
2018
Q2 		$34K Hold
222
– – 0.01% 564
2018
Q1 		$41.9K Hold
222
– – 0.01% 519
2017
Q4 		$45.4K Hold
222
– – 0.01% 514
2017
Q3 		$42K Buy
222
+1
+0.5% +$178 0.01% 518
2017
Q2 		$36.7K Buy
221
+105
+91% +$16.8K 0.01% 621
2017
Q1 		$18.9K Buy
116
+100
+625% +$15.8K 0.01% 744
2016
Q4 		$2.18K Hold
16
– – ﹤0.01% 1141
2016
Q3 		$2.17K Hold
16
– – ﹤0.01% 1181
2016
Q2 		$2.11K Buy
16
+1
+7% +$164 ﹤0.01% 1162
2016
Q1 		$2.44K Sell
15
-1
-6% -$140 ﹤0.01% 1142
2015
Q4 		$2.4K Hold
16
– – ﹤0.01% 1205
2015
Q3 		$2.57K Buy
+16
New +$3.15K ﹤0.01% 1142
2014
Q1 		– Sell
-2,483
Closed -$539K – 1293
2013
Q4 		$539K Buy
+2,483
New +$495K 0.18% 137

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Winslow Evans & Crocker's AMG Position: Q4 2020 in Review

Winslow Evans & Crocker held its Affiliated Managers Group (AMG) position steady in Q4 2020 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Winslow Evans & Crocker first reported a position in AMG in Q4 2013 and has held it in 23 quarters since. The position peaked at $539K in Q4 2013. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Winslow Evans & Crocker held 15 shares of Affiliated Managers Group worth $2K as of Q4 2020.
  • Winslow Evans & Crocker left its Affiliated Managers Group share count unchanged in Q4 2020.
  • Affiliated Managers Group made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1210 holding.
  • Winslow Evans & Crocker first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 23 quarters since.
  • Winslow Evans & Crocker's Affiliated Managers Group position peaked at $539K in Q4 2013.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.