Mesirow Financial Investment Management’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,798
| Closed | -$240K | – | 590 |
|
|
2023
Q4 | $240K | Hold |
13,798
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $219K | Hold |
13,798
| – | – | 0.95% | 70 |
|
|
2023
Q2 | $279K | Buy |
+13,798
| New | +$279K | 1.18% | 40 |
|
|
2021
Q3 | – | Sell |
-29,075
| Closed | -$437K | – | 93 |
|
|
2021
Q2 | $437K | Buy |
29,075
+372
| +1% | +$5.59K | 1.12% | 47 |
|
|
2021
Q1 | $413K | Sell |
28,703
-410
| -1% | -$5.9K | 1.12% | 53 |
|
|
2020
Q4 | $404K | Buy |
29,113
+1,975
| +7% | +$27.4K | 1.28% | 39 |
|
|
2020
Q3 | $284K | Buy |
+27,138
| New | +$284K | 1.22% | 53 |
|