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Affiliated Managers shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Affiliated Managers

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

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Quarterly reported holdings in Affiliated Managers by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 36k 167.47
2023-09-30 $5.6M 43k 130.34
2023-06-30 $2.9M 19k 149.89
2023-03-31 $2.0M 755k 2.60
2022-12-31 $2.4M 15k 158.43
2022-09-30 $1.6M 14k 111.86
2022-06-30 $1.6M 13k 116.62
2022-03-31 $1.3M 9.5k 140.98
2021-12-31 $2.3M 14k 164.53
2021-09-30 $1.6M 11k 151.07
2021-06-30 $1.5M 9.8k 154.22
2021-03-31 $4.6M 31k 149.03
2020-12-31 $7.2M 71k 101.70
2020-09-30 $5.5M 81k 68.38
2020-06-30 $5.6M 76k 74.56
2020-03-31 $4.2M 71k 59.14
2019-12-31 $859k 10k 84.79
2019-09-30 $874k 11k 83.33
2019-06-30 $942k 10k 92.15
2019-03-31 $296k 2.8k 107.17
2018-12-31 $303k 3.1k 97.58
2018-06-30 $541k 3.6k 148.87
2018-03-31 $704k 3.7k 187.93
2017-12-31 $3.3M 16k 205.26
2017-09-30 $2.9M 15k 189.83
2017-06-30 $2.4M 15k 165.78
2017-03-31 $1.7M 10k 163.82
2016-12-31 $1.7M 12k 145.45
2016-09-30 $974k 6.7k 144.73
2016-06-30 $2.0M 14k 140.74
2016-03-31 $1.6M 9.7k 162.42
2015-12-31 $2.4M 15k 159.77
2015-09-30 $3.2M 18k 171.01
2015-06-30 $3.6M 16k 218.59
2015-03-31 $3.8M 18k 214.79
2014-12-31 $848k 4.0k 212.32
2014-09-30 $1.2M 5.8k 200.34
2014-06-30 $956k 4.7k 205.46
2014-03-31 $1.0M 5.0k 200.08
2013-12-31 $997k 4.6k 216.79
2013-09-30 $902k 4.9k 182.59
2013-06-30 $269k 1.6k 163.92

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Affiliated Managers

Vanguard Group
BlackRock
Morgan Stanley
Clarkston Capital Partners
FMR
Southeastern Asset Management
Dimensional Fund Advisors
Lyrical Asset Management
Kiltearn Partners
Geode Capital Management
Allianz Asset Management
Channing Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Lgt Capital Partners

View all funds holding Affiliated Managers