Affiliated Managers shares owned by Creative Planning
Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Affiliated Managers
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Quarterly reported holdings in Affiliated Managers by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 9.8k | 288.27 |
| 2025-09-30 | $1.8M | 7.5k | 238.44 |
| 2025-06-30 | $1.2M | 6.3k | 196.77 |
| 2025-03-31 | $1.0M | 6.1k | 168.03 |
| 2024-12-31 | $1.2M | 6.4k | 184.92 |
| 2024-09-30 | $1.1M | 6.3k | 177.80 |
| 2024-06-30 | $1.0M | 6.5k | 156.17 |
| 2024-03-31 | $1.0M | 6.2k | 167.47 |
| 2023-12-31 | $397k | 2.6k | 151.42 |
| 2023-09-30 | $314k | 2.4k | 130.33 |
| 2023-06-30 | $357k | 2.4k | 149.89 |
| 2023-03-31 | $210k | 1.5k | 142.43 |
| 2022-12-31 | $2.7k | 17 | 158.41 |
| 2021-03-31 | $227k | 1.5k | 149.05 |
| 2018-09-30 | $251k | 1.8k | 136.64 |
| 2017-06-30 | $117k | 705 | 165.96 |
| 2017-03-31 | $101k | 613 | 164.76 |
| 2016-12-31 | $101k | 694 | 145.53 |
| 2016-09-30 | $53k | 366 | 144.81 |
| 2016-06-30 | $52k | 371 | 140.16 |
| 2016-03-31 | $20k | 126 | 158.73 |
| 2015-12-31 | $18k | 115 | 156.52 |
| 2015-09-30 | $38k | 220 | 172.73 |
| 2015-03-31 | $19k | 90 | 211.11 |
| 2014-12-31 | $40k | 189 | 211.64 |
| 2014-09-30 | $9.0k | 46 | 195.65 |
| 2014-06-30 | $1.0k | 5 | 200.00 |
| 2014-03-31 | $3.0k | 14 | 214.29 |
| 2013-09-30 | $16k | 87 | 183.91 |
| 2013-06-30 | $4.0k | 27 | 148.15 |