Zeke Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Zeke Capital 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
2022 Q4	$476K	Buy	+3,002	New	+$425K	0.03%	247
2019 Q3	–	Sell	-3,771	Closed	-$347K	–	553
2019 Q2	$347K	Sell	3,771 -918	-20%	-$90.1K	0.03%	441
2019 Q1	$502K	Buy	+4,689	New	+$498K	0.05%	357
2018 Q2	–	Sell	-1,237	Closed	-$235K	–	637
2018 Q1	$235K	Hold	1,237	–	–	0.02%	521
2017 Q4	$254K	Hold	1,237	–	–	0.03%	432
2017 Q3	$235K	Buy	+1,237	New	+$220K	0.03%	376

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Zeke Capital Advisors's AMG Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Affiliated Managers Group (AMG) in Q4 2022: 3,002 shares worth $476K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in AMG as recently as Q2 2019.

Zeke Capital Advisors first reported a position in AMG in Q3 2017 and has held it in 6 quarters since. The position peaked at $502K in Q1 2019. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

Zeke Capital Advisors held 3,002 shares of Affiliated Managers Group worth $476K as of Q4 2022.
Affiliated Managers Group was a new Zeke Capital Advisors position in Q4 2022.
Affiliated Managers Group made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #247 holding.
Zeke Capital Advisors first reported a position in Affiliated Managers Group in Q3 2017 and has held it in 6 quarters since.
Zeke Capital Advisors's Affiliated Managers Group position peaked at $502K in Q1 2019.
366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.