AMG β€” AFFILIATED MANAGERS GROUP COM

Ownership history in PEAK6 Group LLC  Β·  63 quarters on record

This page tracks every 13F SEC filing in which PEAK6 Group LLC reported a position in AFFILIATED MANAGERS GROUP COM (AMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.2% (2006 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2006 Q4
πŸ“… Last filed
2018 Q1
⏱ Quarters held
63

Position Intelligence

PEAK6 Group LLC Γ— AMG AI Analytics

πŸ“ˆ PEAK6 Group LLC outperformed the S&P 500 by +1.3% annually on this AMG position. Timing score: 58% (34/59 decisions correct). Average cost basis: $120.99. Maximum drawdown during holding period: –67.6%.

πŸ“ˆ Position Alpha vs SPY
+1.3%
annualised excess return

βœ… Outperformed SPY on this position by 1.3% ann.
61 quarters analyzed

⏱️ Timing Score
58%

βœ… Decent timing β€” more right than wrong on entries and exits.
34 of 59 add/trim decisions correct

πŸ’° Entry Quality
$120.99
+52.7% vs current ($184.70)

Best entry: $40.38 (2009 Q1)  Β·  Worst: $211.62 (2015 Q2)

πŸ›‘οΈ Drawdown Resilience
–67.6%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
51%
buy-side decisions

31 adds Β· 30 trims. Bought during 10 of 16 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2018 Q1 ADDED 2,800 +1,031 +58.3% 0.00% $531K $184.70
2018 Q1 ADDED 1,769 +571 +47.7% 0.00% $335K $184.70
2017 Q4 ADDED 1,198 +3 +0.3% 0.00% $246K $199.65
2017 Q3 REDUCED 1,195 -6,605 -84.7% 0.00% $227K $184.45
2017 Q3 REDUCED 7,800 -15,100 -65.9% 0.01% $1.5M $184.45
2017 Q2 ADDED 22,900 +22,000 +2444.4% 0.02% $3.8M $160.98
2017 Q2 REDUCED 900 -6,983 -88.6% 0.00% $149K $160.98
2017 Q2 ADDED 7,883 +1,027 +15.0% 0.01% $1.3M $160.98
2017 Q1 ADDED 6,856 +5,156 +303.3% 0.01% $1.1M $158.91
2017 Q1 REDUCED 1,700 -10,634 -86.2% 0.00% $279K $158.91
53 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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