SFG
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Steward Financial Group’s Silvercrest Asset Management SAMG Stock Holding History

Steward Financial Group’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+4
New +$77 ﹤0.01% 1535

Other funds holding SAMG

LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Steward Financial Group's SAMG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Silvercrest Asset Management (SAMG) in Q3 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

84 funds tracked by Wall St. Rank hold SAMG as of Q3 2023.

  • Steward Financial Group held 4 shares of Silvercrest Asset Management worth $0 as of Q3 2023.
  • Silvercrest Asset Management was a new Steward Financial Group position in Q3 2023.
  • Silvercrest Asset Management made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1535 holding.
  • 84 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.