Affiliated Managers Group (AMG)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:481
% of all portfolios:0.043%
Hold Price * :$276.70
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
John Rogers - Ariel Investments Reduce 10.00% 118,193 0.37
Q4  2025
John Rogers - Ariel Investments Reduce 6.46% 81,601 0.25
Mason Hawkins - Southeastern Asset Management Reduce 18.66% 1,276 0.02
Dodge & Cox Funds Sell 100.00% 2,400 0.00
Q3  2025
John Rogers - Ariel Investments Reduce 6.73% 91,251 0.23
Dodge & Cox Funds Reduce 20.00% 600 0.00
Q2  2025
Mason Hawkins - Southeastern Asset Management Reduce 98.57% 472,933 4.84
John Rogers - Ariel Investments Reduce 3.70% 52,076 0.12
Q1  2025
Mason Hawkins - Southeastern Asset Management Reduce 31.70% 222,716 2.00
John Rogers - Ariel Investments Reduce 1.18% 16,776 0.03
Dodge & Cox Funds Reduce 53.85% 3,500 0.00
Q4  2024
Mason Hawkins - Southeastern Asset Management Reduce 3.08% 22,342 0.19
John Rogers - Ariel Investments Reduce 1.94% 28,234 0.06
Dodge & Cox Funds Buy 6,500 0.00
Q3  2024
Mason Hawkins - Southeastern Asset Management Reduce 8.86% 70,420 0.59
John Rogers - Ariel Investments Add 0.65% 9,344 0.02
Q2  2024
Mason Hawkins - Southeastern Asset Management Reduce 5.09% 42,629 0.29
John Rogers - Ariel Investments Add 8.73% 115,808 0.20
Lee Ainslie - Maverick Capital Sell 100.00% 3,464 0.01
Q1  2024
Lee Ainslie - Maverick Capital Buy 3,464 0.01
Q3  2023
Lee Ainslie - Maverick Capital Sell 100.00% 5,562 0.02
Q2  2023
Lee Ainslie - Maverick Capital Add 134.39% 3,189 0.01
Q1  2023
Lee Ainslie - Maverick Capital Buy 2,373 0.01
Q1  2022
Lee Ainslie - Maverick Capital Sell 100.00% 737 0.00
Q4  2021
Lee Ainslie - Maverick Capital Reduce 88.89% 5,894 0.00
Q3  2021
Lee Ainslie - Maverick Capital Add 7.45% 460 0.00
Q2  2021
Lee Ainslie - Maverick Capital Add 10.16% 569 0.00
Q1  2021
Lee Ainslie - Maverick Capital Add 36.33% 1,493 0.00
Q4  2020
Lee Ainslie - Maverick Capital Reduce 76.41% 13,309 0.03
Q3  2020
Lee Ainslie - Maverick Capital Reduce 9.11% 1,746 0.00
Q2  2020
Lee Ainslie - Maverick Capital Add 2521.61% 18,433 0.03
Q1  2020
Lee Ainslie - Maverick Capital Buy 731 0.00
Q4  2019
Jensen Investment Management Sell 100.00% 6,860 0.01
Q4  2018
Torray Funds Sell 100.00% 4,810 0.07
Jensen Investment Management Add 53.81% 2,400 0.00
Q3  2016
Leon Cooperman Sell 100.00% 52,500 0.21
Q2  2016
Leon Cooperman Buy 52,500 0.21

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.