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Woodley Farra Manion Portfolio Management’s Affiliated Managers Group AMG Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-300
Closed -$22K – 99
2020
Q2 		$22K Hold
300
– – ﹤0.01% 223
2020
Q1 		$18K Hold
300
– – ﹤0.01% 233
2019
Q4 		$25K Buy
+300
New +$24.6K ﹤0.01% 227

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
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 $7.04B AUM 28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's AMG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Affiliated Managers Group (AMG) in Q3 2020, closing a stake of 300 shares — an estimated $22K sold.

Woodley Farra Manion Portfolio Management first reported a position in AMG in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 276 funds tracked by Wall St. Rank hold AMG as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Affiliated Managers Group position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 300 Affiliated Managers Group shares in Q3 2020, an estimated $22K.
  • Woodley Farra Manion Portfolio Management first reported a position in Affiliated Managers Group in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Affiliated Managers Group position peaked at $25K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.