Ken Fisher's AMG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 203.7K shares of Affiliated Managers Group, Inc. (AMG) worth $48.57 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in AMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 71.5K shares. Largest reduction occurred in Q4 2019, reducing 20.0K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Affiliated Managers Group (AMG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affiliated Managers Group (AMG) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +20,876 | Add 0.00% | 20,875 | $163.93 |
| Q3 2013 | -12,700 | Reduce 60.84% | 8,175 | $182.63 |
| Q4 2013 | +26 | Add 0.32% | 8,201 | $216.92 |
| Q1 2014 | -1,031 | Reduce 12.57% | 7,170 | $200.00 |
| Q3 2014 | +5,710 | Add 79.64% | 12,880 | $200.39 |
| Q4 2014 | -700 | Reduce 5.43% | 12,180 | $212.23 |
| Q1 2015 | -90 | Reduce 0.74% | 12,090 | $214.81 |
| Q2 2015 | -20 | Reduce 0.17% | 12,070 | $218.64 |
| Q3 2015 | -7,772 | Reduce 64.39% | 4,298 | $171.01 |
| Q4 2015 | +151 | Add 3.51% | 4,449 | $159.81 |
| Q1 2016 | +34,392 | Add 773.03% | 38,841 | $170.00 |
| Q2 2016 | +341 | Add 0.88% | 39,182 | $139.96 |
| Q3 2016 | -5,244 | Reduce 13.38% | 33,938 | $144.71 |
| Q4 2016 | -3,540 | Reduce 10.43% | 30,398 | $145.31 |
| Q1 2017 | -3,100 | Reduce 10.20% | 27,298 | $163.93 |
| Q2 2017 | +150 | Add 0.55% | 27,448 | $165.88 |
| Q3 2017 | -544 | Reduce 1.98% | 26,904 | $189.82 |
| Q4 2017 | -538 | Reduce 2.00% | 26,366 | $205.26 |
| Q1 2018 | -830 | Reduce 3.15% | 25,536 | $189.58 |
| Q3 2018 | -10 | Reduce 0.04% | 25,526 | $136.72 |
| Q4 2018 | -10 | Reduce 0.04% | 25,516 | $97.43 |
| Q1 2019 | +58 | Add 0.23% | 25,574 | $107.10 |
| Q2 2019 | +84 | Add 0.33% | 25,658 | $92.14 |
| Q4 2019 | -20,029 | Reduce 78.06% | 5,629 | $84.74 |
| Q1 2020 | -78 | Reduce 1.39% | 5,551 | $59.09 |
| Q2 2020 | +707 | Add 12.74% | 6,258 | $74.62 |
| Q3 2020 | +671 | Add 10.72% | 6,929 | $68.41 |
| Q4 2020 | -213 | Reduce 3.07% | 6,716 | $101.70 |
| Q1 2021 | +73 | Add 1.09% | 6,789 | $149.06 |
| Q2 2021 | -232 | Reduce 3.42% | 6,557 | $154.19 |
| Q3 2021 | +8 | Add 0.12% | 6,565 | $151.10 |
| Q4 2021 | -888 | Reduce 13.53% | 5,677 | $164.52 |
| Q1 2022 | +29 | Add 0.51% | 5,706 | $140.90 |
| Q2 2022 | +2,405 | Add 42.15% | 8,111 | $116.63 |
| Q3 2022 | +189 | Add 2.33% | 8,300 | $111.81 |
| Q4 2022 | +23,089 | Add 278.18% | 31,389 | $158.43 |
| Q1 2023 | +8,114 | Add 25.85% | 39,503 | $142.42 |
| Q2 2023 | +26,043 | Add 65.93% | 65,546 | $149.89 |
| Q3 2023 | +2,578 | Add 3.93% | 68,124 | $130.34 |
| Q4 2023 | -5,204 | Reduce 7.64% | 62,920 | $151.42 |
| Q1 2024 | +4,539 | Add 7.21% | 67,459 | $167.47 |
| Q2 2024 | +3,821 | Add 5.66% | 71,280 | $156.23 |
| Q3 2024 | +13,472 | Add 18.90% | 84,752 | $177.80 |
| Q4 2024 | +71,458 | Add 84.31% | 156,210 | $184.92 |
| Q1 2025 | +12,573 | Add 8.05% | 168,783 | $168.03 |
| Q2 2025 | -409 | Reduce 0.24% | 168,374 | $196.77 |
| Q3 2025 | +35,349 | Add 20.99% | 203,723 | $238.43 |
Ken Fisher's Affiliated Managers Group Investment FAQs
Ken Fisher first purchased Affiliated Managers Group, Inc. (AMG) in Q2 2013, acquiring 20,875 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Affiliated Managers Group, Inc. (AMG) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q4 2024, adding 156,210 shares worth $28.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 203,723 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $48.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Affiliated Managers Group, Inc. (AMG) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Affiliated Managers Group, Inc. (AMG) was 203,723 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.