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Affiliated Managers shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affiliated Managers by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-03-31 $18k 109 165.14

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Hartford Quality (QUVU)

View all positions for Matrix Trust

Top funds holding Affiliated Managers

BlackRock
Vanguard Group
Morgan Stanley
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

View all funds holding Affiliated Managers