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Winton Group’s Affiliated Managers Group AMG Stock Holding History

Winton Group’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
2024
Q1 		– Sell
-2,340
Closed -$354K – 597
2023
Q4 		$354K Buy
2,340
+585
+33% +$78.6K 0.03% 481
2023
Q3 		$229K Sell
1,755
-2,608
-60% -$365K 0.02% 622
2023
Q2 		$654K Sell
4,363
-6,741
-61% -$965K 0.05% 234
2023
Q1 		$1.58M Buy
11,104
+6,403
+136% +$1.01M 0.1% 279
2022
Q4 		$745K Sell
4,701
-173
-4% -$24.5K 0.05% 507
2022
Q3 		$545K Buy
4,874
+2,062
+73% +$259K 0.04% 617
2022
Q2 		$328K Buy
2,812
+9
+0.3% +$1.16K 0.02% 790
2022
Q1 		$395K Buy
2,803
+1,517
+118% +$218K 0.02% 744
2021
Q4 		$212K Sell
1,286
-7,900
-86% -$1.32M 0.01% 930
2021
Q3 		$1.39M Sell
9,186
-6,595
-42% -$1.08M 0.08% 343
2021
Q2 		$2.43M Buy
15,781
+490
+3% +$78.2K 0.13% 122
2021
Q1 		$2.28M Buy
15,291
+6,999
+84% +$915K 0.13% 106
2020
Q4 		$843K Sell
8,292
-1,009
-11% -$87.1K 0.06% 500
2020
Q3 		$636K Sell
9,301
-9,998
-52% -$699K 0.02% 1009
2020
Q2 		$1.44M Buy
+19,299
New +$1.3M 0.04% 811
2020
Q1 		– Sell
-3,612
Closed -$306K – 1390
2019
Q4 		$306K Buy
+3,612
New +$296K ﹤0.01% 1359
2018
Q3 		– Sell
-38,395
Closed -$5.71M – 1009
2018
Q2 		$5.71M Buy
38,395
+20,826
+119% +$3.43M 0.15% 264
2018
Q1 		$3.33M Buy
17,569
+3,987
+29% +$777K 0.09% 264
2017
Q4 		$2.79M Sell
13,582
-792
-6% -$153K 0.08% 346
2017
Q3 		$2.73M Buy
+14,374
New +$2.56M 0.09% 248
2016
Q1 		– Sell
-273,418
Closed -$43.7M – 308
2015
Q4 		$43.7M Buy
273,418
+208,617
+322% +$35.9M 0.39% 103
2015
Q3 		$11.1M Buy
+64,801
New +$12.7M 0.09% 292
2015
Q2 		– Sell
-27,880
Closed -$5.99M – 363
2015
Q1 		$5.99M Buy
27,880
+25,497
+1,070% +$5.38M 0.05% 337
2014
Q4 		$506K Sell
2,383
-24,120
-91% -$4.79M 0.01% 537
2014
Q3 		$5.31M Sell
26,503
-42,733
-62% -$8.72M 0.04% 377
2014
Q2 		$14.2M Buy
+69,236
New +$13.4M 0.1% 312

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Winton Group's AMG Position: Q1 2024 in Review

Winton Group sold out of Affiliated Managers Group (AMG) in Q1 2024, closing a stake of 2,340 shares — an estimated $354K sold.

Winton Group first reported a position in AMG in Q2 2014 and held it in 26 quarters. The position peaked at $43.7M in Q4 2015. 403 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

  • Winton Group reported no remaining Affiliated Managers Group position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 2,340 Affiliated Managers Group shares in Q1 2024, an estimated $354K.
  • Winton Group first reported a position in Affiliated Managers Group in Q2 2014 and held it in 26 quarters.
  • Winton Group's Affiliated Managers Group position peaked at $43.7M in Q4 2015.
  • 403 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.