Zweig-DiMenna Associates’s Affiliated Managers Group AMG Stock Holding History

Zweig-DiMenna Associates’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
2018 Q1	–	Sell	-3,922	Closed	-$805K	–	139
2017 Q4	$805K	Buy	+3,922	New	+$760K	0.09%	98
2017 Q1	–	Sell	-84,817	Closed	-$12.3M	–	169
2016 Q4	$12.3M	Buy	84,817 +4,817	+6%	+$699K	0.89%	41
2016 Q3	$11.6M	Buy	+80,000	New	+$11.5M	0.94%	39
2014 Q3	–	Sell	-80,000	Closed	-$16.4M	–	265
2014 Q2	$16.4M	Buy	+80,000	New	+$15.5M	0.75%	51

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Zweig-DiMenna Associates's AMG Position: Q1 2018 in Review

Zweig-DiMenna Associates sold out of Affiliated Managers Group (AMG) in Q1 2018, closing a stake of 3,922 shares — an estimated $805K sold.

Zweig-DiMenna Associates first reported a position in AMG in Q2 2014 and held it in 4 quarters. The position peaked at $16.4M in Q2 2014. 528 funds tracked by Wall St. Rank hold AMG as of Q1 2018.

Zweig-DiMenna Associates reported no remaining Affiliated Managers Group position as of Q1 2018 after selling out during the quarter.
Zweig-DiMenna Associates sold 3,922 Affiliated Managers Group shares in Q1 2018, an estimated $805K.
Zweig-DiMenna Associates first reported a position in Affiliated Managers Group in Q2 2014 and held it in 4 quarters.
Zweig-DiMenna Associates's Affiliated Managers Group position peaked at $16.4M in Q2 2014.
528 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2018, filed 7 May 2018.