AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,936 Value ($000) $558 Avg Close $258.45 Range $230.09 - $299.69
Q3 2025
Shares 1,187 Value ($000) $283 Avg Close $220.39 Range $194.74 - $250.14
Q2 2025
Shares 1,191 Value ($000) $234 Avg Close $173.47 Range $139.20 - $199.47
Q1 2025
Shares 2,037 Value ($000) $342 Avg Close $174.30 Range $151.61 - $191.09
Q4 2024
Shares 2,090 Value ($000) $386 Avg Close $186.57 Range $173.54 - $199.47
Q3 2024
Shares 2,145 Value ($000) $381 Avg Close $169.81 Range $152.32 - $189.75
Q2 2024
Shares 1,993 Value ($000) $311 Avg Close $159.16 Range $147.08 - $169.59
Q1 2024
Shares 2,140 Value ($000) $358 Avg Close $155.40 Range $145.30 - $167.84
Q4 2023
Shares 2,285 Value ($000) $346 Avg Close $134.30 Range $120.16 - $156.31
Q1 2023
Shares 1,458 Value ($000) $208 Avg Close $157.88 Range $132.31 - $180.50
Q1 2022
Shares 2,035 Value ($000) $287 Avg Close $143.53 Range $121.29 - $171.22
Q4 2021
Shares 1,981 Value ($000) $326 Avg Close $167.52 Range $146.96 - $191.42
Q3 2021
Shares 1,976 Value ($000) $299 Avg Close $163.56 Range $146.02 - $180.77
Q2 2021
Shares 2,077 Value ($000) $320 Avg Close $159.33 Range $147.97 - $176.63
Q1 2021
Shares 1,359 Value ($000) $203 Avg Close $130.58 Range $98.76 - $153.37
Q2 2020
Shares 2,920 Value ($000) $218 Avg Close $67.48 Range $53.23 - $82.32
Q4 2019
Shares 4,326 Value ($000) $367 Avg Close $81.44 Range $70.43 - $87.94
Q3 2019
Shares 4,654 Value ($000) $388 Avg Close $82.65 Range $73.22 - $92.84
Q2 2019
Shares 6,137 Value ($000) $561 Avg Close $96.65 Range $82.01 - $113.84
Q1 2019
Shares 9,199 Value ($000) $985 Avg Close $104.33 Range $93.26 - $110.96
Q4 2018
Shares 9,134 Value ($000) $890 Avg Close $110.59 Range $86.74 - $136.36
Q3 2018
Shares 8,321 Value ($000) $1,138 Avg Close $144.30 Range $133.37 - $159.64
Q2 2018
Shares 8,567 Value ($000) $1,274 Avg Close $160.74 Range $145.08 - $182.71
Q1 2018
Shares 10,235 Value ($000) $1,940 Avg Close $189.64 Range $169.45 - $211.08
Q4 2017
Shares 12,185 Value ($000) $2,516 Avg Close $188.42 Range $173.99 - $202.01
Q3 2017
Shares 12,961 Value ($000) $2,460 Avg Close $172.79 Range $161.15 - $186.54
Q2 2017
Shares 15,311 Value ($000) $2,539 Avg Close $154.87 Range $144.44 - $164.19
Q1 2017
Shares 15,768 Value ($000) $2,585 Avg Close $153.31 Range $135.07 - $166.39
Q4 2016
Shares 15,593 Value ($000) $2,266 Avg Close $140.58 Range $126.32 - $157.66
Q3 2016
Shares 15,662 Value ($000) $2,266 Avg Close $138.59 Range $126.84 - $143.96
Q2 2016
Shares 20,048 Value ($000) $2,827 Avg Close $158.47 Range $126.98 - $174.12
Q1 2016
Shares 15,192 Value ($000) $2,467 Avg Close $135.06 Range $112.27 - $159.84
Q4 2015
Shares 14,708 Value ($000) $2,350 Avg Close $166.43 Range $137.16 - $184.66
Q3 2015
Shares 14,799 Value ($000) $2,530 Avg Close $190.37 Range $159.30 - $214.73
Q2 2015
Shares 13,071 Value ($000) $2,857 Avg Close $215.27 Range $205.22 - $223.28
Q1 2015
Shares 14,072 Value ($000) $3,182 Avg Close $204.27 Range $185.26 - $214.40
Q4 2014
Shares 14,279 Value ($000) $3,031 Avg Close $192.32 Range $168.87 - $209.59
Q3 2014
Shares 12,599 Value ($000) $2,524 Avg Close $197.54 Range $186.21 - $207.58
Q2 2014
Shares 12,686 Value ($000) $2,606 Avg Close $187.17 Range $171.21 - $199.62
Q1 2014
Shares 9,222 Value ($000) $1,845 Avg Close $190.16 Range $175.09 - $212.40
Q4 2013
Shares 8,551 Value ($000) $1,855 Avg Close $193.15 Range $175.92 - $210.55
Q3 2013
Shares 9,610 Value ($000) $1,755 Avg Close $171.93 Range $151.62 - $183.39
Q2 2013
Shares 11,117 Value ($000) $1,823 Avg Close $153.14 Range $138.12 - $166.12