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Affiliated Managers shares owned by Charles Carroll Financial Partners

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Charles Carroll Financial Partners from 13F filings

Historical chart of Charles Carroll Financial Partners investment in Affiliated Managers

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All positions including Affiliated Managers held by Charles Carroll Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Charles Carroll Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 13k 151.42
2023-09-30 $1.1M 8.1k 130.34
2022-03-31 $895k 6.4k 140.94
2021-12-31 $1.3M 8.1k 164.47

More positions owned by Charles Carroll Financial Partners

Apple (AAPL)
United Rentals (URI)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
BlackRock
JPMorgan Chase & Co. (JPM)
Intuit (INTU)
Visa Com Cl A (V)
Adobe Systems Incorporated (ADBE)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Boeing Company (BA)
Netflix (NFLX)
Crowdstrike Hldgs Cl A (CRWD)
salesforce (CRM)

View all positions for Charles Carroll Financial Partners

Top funds holding Affiliated Managers

Vanguard Group
BlackRock
Clarkston Capital Partners
Ariel Investments
State Street Corporation
Robeco Investment Management
Dimensional Fund Advisors
Southeastern Asset Management
Lyrical Asset Management
Hanna Zanoni
Geode Capital Management
Channing Capital Management
Kiltearn Partners
Citadel Advisors
Allianz Asset Management

View all funds holding Affiliated Managers