AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 1,043 Value ($000) $301 Avg Close $258.45 Range $230.09 - $299.69
Q3 2025
Shares 214 Value ($000) $51 Avg Close $220.39 Range $194.74 - $250.14
Q2 2025
Shares 16 Value ($000) $3 Avg Close $173.47 Range $139.20 - $199.47
Q4 2024
Shares 18 Value ($000) $3 Avg Close $186.57 Range $173.54 - $199.47
Q3 2024
Shares 93 Value ($000) $17 Avg Close $169.81 Range $152.32 - $189.75
Q2 2024
Shares 97 Value ($000) $15 Avg Close $159.16 Range $147.08 - $169.59
Q1 2024
Shares 7 Value ($000) $1 Avg Close $155.40 Range $145.30 - $167.84
Q4 2023
Shares 9 Value ($000) $1 Avg Close $134.30 Range $120.16 - $156.31
Q3 2023
Shares 7 Value ($000) $1 Avg Close $139.81 Range $129.01 - $163.83
Q2 2023
Shares 7 Value ($000) $1 Avg Close $143.06 Range $135.39 - $151.92
Q1 2023
Shares 7 Value ($000) $1 Avg Close $157.88 Range $132.31 - $180.50
Q4 2022
Shares 7 Value ($000) $1 Avg Close $141.36 Range $108.04 - $163.24
Q3 2022
Shares 9 Value ($000) $1 Avg Close $125.39 Range $109.48 - $141.92
Q1 2019
Shares 11 Value ($000) $1 Avg Close $104.33 Range $93.26 - $110.96
Q4 2018
Shares 11 Value ($000) $1 Avg Close $110.59 Range $86.74 - $136.36
Q3 2018
Shares 107 Value ($000) $15 Avg Close $144.30 Range $133.37 - $159.64
Q2 2018
Shares 63 Value ($000) $9 Avg Close $160.74 Range $145.08 - $182.71
Q1 2018
Shares 63 Value ($000) $12 Avg Close $189.64 Range $169.45 - $211.08
Q4 2017
Shares 64 Value ($000) $13 Avg Close $188.42 Range $173.99 - $202.01
Q3 2017
Shares 42 Value ($000) $8 Avg Close $172.79 Range $161.15 - $186.54
Q2 2017
Shares 54 Value ($000) $9 Avg Close $154.87 Range $144.44 - $164.19
Q1 2017
Shares 68 Value ($000) $11 Avg Close $153.31 Range $135.07 - $166.39
Q4 2016
Shares 37 Value ($000) $5 Avg Close $140.58 Range $126.32 - $157.66