Invst »

Affiliated Managers shares owned by Invst

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Invst from 13F filings

Historical chart of Invst investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Invst consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Affiliated Managers by Invst

Quarter filed Position value Share count Share price at filing
2024-12-31 $981k 5.3k 184.91
2024-09-30 $924k 5.2k 177.80
2024-06-30 $807k 5.2k 154.99
2024-03-31 $813k 4.9k 165.89

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

Top funds holding Affiliated Managers

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

View all funds holding Affiliated Managers