SGAM
Smith Group Asset Management’s StepStone Group STEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Hold |
11,113
| – | – | 0.04% | 118 |
|
|
2025
Q1 | $580K | Buy |
11,113
+42
| +0.4% | +$2.19K | 0.04% | 120 |
|
|
2024
Q4 | $641K | Buy |
11,071
+106
| +1% | +$6.14K | 0.05% | 117 |
|
|
2024
Q3 | $623K | Buy |
10,965
+2,144
| +24% | +$122K | 0.05% | 90 |
|
|
2024
Q2 | $405K | Buy |
+8,821
| New | +$405K | 0.04% | 98 |
|