Lee Munder Capital Group »

Assetmark Financial Hldg shares owned by Lee Munder Capital Group

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Lee Munder Capital Group from 13F filings

Historical chart of Lee Munder Capital Group investment in Assetmark Financial Hldg

Tip: Access up to 7 years of quarterly data

All positions including Assetmark Financial Hldg held by Lee Munder Capital Group 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 Assetmark Financial Hldg by Lee Munder Capital Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 37k 29.95
2023-09-30 $915k 37k 25.08

More positions owned by Lee Munder Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Applied Materials (AMAT)
Coca-Cola Company (KO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Danaher Corporation (DHR)
Visa Com Cl A (V)
Chevron Corporation (CVX)
Goldman Sachs (GS)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lee Munder Capital Group

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg