AMG position history
The shares of Affiliated Managers Group (AMG) that ARIEL INVESTMENTS, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 842,809 shares, $127M, 1.2% of portfolio
- 2021 Q4: 897,648 shares, $148M, 1.2% of portfolio, Add +6.5%
- 2022 Q1: 937,224 shares, $132M, 1.2% of portfolio, Add +4.4%
- 2022 Q2: 1,109,950 shares, $129M, 1.3% of portfolio, Add +18.4%
- 2022 Q3: 1,145,254 shares, $128M, 1.4% of portfolio, Add +3.2%
- 2022 Q4: 1,128,307 shares, $179M, 1.8% of portfolio, Reduce −1.5%
- 2023 Q1: 1,092,160 shares, $156M, 1.5% of portfolio, Reduce −3.2%
- 2023 Q2: 1,067,169 shares, $160M, 1.5% of portfolio, Reduce −2.3%
- 2023 Q3: 1,188,146 shares, $155M, 1.6% of portfolio, Add +11.3%
- 2023 Q4: 1,242,696 shares, $188M, 1.9% of portfolio, Add +4.6%
- 2024 Q1: 1,327,009 shares, $222M, 2.2% of portfolio, Add +6.8%
- 2024 Q2: 1,442,817 shares, $225M, 2.4% of portfolio, Add +8.7%
- 2024 Q3: 1,452,161 shares, $258M, 2.6% of portfolio, Add +0.6%
- 2024 Q4: 1,423,927 shares, $263M, 2.8% of portfolio, Reduce −1.9%
- 2025 Q1: 1,407,151 shares, $236M, 2.8% of portfolio, Reduce −1.2%
- 2025 Q2: 1,355,075 shares, $267M, 3.0% of portfolio, Reduce −3.7%
- 2025 Q3: 1,263,824 shares, $301M, 3.2% of portfolio, Reduce −6.7%
- 2025 Q4: 1,182,223 shares, $341M, 3.7% of portfolio, Reduce −6.5%
- 2026 Q1: 1,064,030 shares, $294M, 3.3% of portfolio, Reduce −10.0%
- 2026 Q2: 999,676 shares, $338M, 3.4% of portfolio, Reduce −6.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|