Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Affiliated Managers Group, Inc. (AMG)
← All AMG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.01 $71.08–88.43 · VW $82.77i SEC
2019   Q3 6,860 0.01 $83.38 $572,000 SEC
2019   Q2 6,860 0.01 $92.13 $632,000 SEC
2019   Q1 6,860 0.01 $107.14 $735,000 SEC
2018   Q4 6,860 0.01 Add 53.81% <0.01 $88.47–139.43 · VW $110.69i $668,000 SEC
2018   Q3 4,460 0.01 Add 33.93% <0.01 $136.38–163.55 · VW $149.44i $610,000 SEC
2018   Q2 3,330 0.01 Add 19.35% <0.01 $148.64–187.53 · VW $162.29i $495,000 SEC
2018   Q1 2,790 0.01 Add 53.30% <0.01 $173.93–217.00 · VW $193.58i $529,000 SEC
2017   Q4 1,820 <0.01 Buy <0.01 $178.87–207.67 · VW $194.29i $374,000 SEC
Price snapshot:
Current price$359.78
52-week low$199.56
52-week high$369.94