Number of Shares
240,879.00
Current Holdings Value*
$40.47 Mil
% of Portfolio
5.84%
Total Estimate Gain
$23.77 Mil
% of Total Estimate Gain
87.54%

Clarkston Founders Fund's Affiliated Managers Group Inc Holding Summary

As of 2025-03-31, ALPS Series Trust held 240,879.00 shares of Affiliated Managers Group Inc(AMG), totaling $40.47 Mil. This investment constitutes 5.84% of their stock portfolio, and ALPS Series Trust now holds 0.85% of the outstanding Affiliated Managers Group Inc(AMG) stock.

The initial trade took place in 2020Q1. And since then Clarkston Founders Fund has made 6 purchases of AMG, at an average price of $111.57, for a total of 243,399.00 shares. In addition, there have been 1 sales at an average price of $141.47 for 2,520.00 shares. Based on historical transaction data and AMG's current price of $209.95, Clarkston Founders Fund's estimated gain on his AMG holdings is $23.77 Mil, reflecting a 87.54% gain to date.

Clarkston Founders Fund AMG ($209.95) Holding Chart

Clarkston Founders Fund AMG ($209.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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