Amg RR Smid Val-IARIMX

13F holders, Q1 2024 (March 31)
4holders
$10.50avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings. The largest holders were Hemenway Trust Co LLC ($13.9M), Broderick Brian C ($5.5M) and Dempze Nancy E ($2.1M).

Company
Amg RR Smid Val-I
Filed as
AMG RIVER ROAD SMALL-MID CAP V (Q1 2024)
CUSIP
00171A878
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 4 holders

Hemenway Trust Co LLC 1.21% Add +44.0% 1,327,551 $13.9M
Broderick Brian C 1.17% No change 523,256 $5.5M
Dempze Nancy E 1.62% No change 202,342 $2.1M
Somerville Kurt F 0.27% Add +360.7% 147,732 $1.6M

"% of holder's portfolio" is ARIMX's weight in each manager's 13F, not the share of Amg RR Smid Val-I the manager owns.