Amg RR Smid Val-IARIMX
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$9.76avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($13.5M), Broderick Brian C ($5.1M) and Dempze Nancy E ($2.0M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q2 2024)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 80,984 shares bought, net +80,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Hemenway Trust Co LLC | 1.15% | Add +4.0% | 1,379,985 | $13.5M |
| Broderick Brian C | 1.04% | No change | 523,256 | $5.1M |
| Dempze Nancy E | 1.36% | No change | 202,342 | $2.0M |
| Somerville Kurt F | 0.29% | Add +19.3% | 176,282 | $1.7M |
"% 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.