Amg RR Smid Val-IARIMX
13F holders, Q4 2024 (December 31)5holders +1
0new positions
0sold out
$10.01avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($16.6M), Broderick Brian C ($6.7M) and Dempze Nancy E ($2.3M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q4 2024)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 272,099 shares bought, net +272,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Hemenway Trust Co LLC | 1.35% | Add +5.2% | 1,663,270 | $16.6M |
| Broderick Brian C | 1.32% | Add +28.7% | 673,406 | $6.7M |
| Dempze Nancy E | 1.32% | Add +12.8% | 228,233 | $2.3M |
| Somerville Kurt F | 0.35% | Add +6.8% | 206,963 | $2.1M |
| Elefante Mark B | 0.26% | — | 28,591 | $286K |
"% 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.