Stifel Financial
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Stifel Financial’s Silvercrest Asset Management SAMG Stock Holding History

Stifel Financial’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
2022
Q2 		– Sell
-22,456
Closed -$459K – 3445
2022
Q1 		$459K Buy
22,456
+3,572
+19% +$63.8K ﹤0.01% 2624
2021
Q4 		$324K Buy
18,884
+1,371
+8% +$22.2K ﹤0.01% 2865
2021
Q3 		$273K Buy
17,513
+6,726
+62% +$106K ﹤0.01% 2968
2021
Q2 		$162K Buy
+10,787
New +$163K ﹤0.01% 3176

Other funds holding SAMG

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Stifel Financial's SAMG Position: Q2 2022 in Review

Stifel Financial sold out of Silvercrest Asset Management (SAMG) in Q2 2022, closing a stake of 22,456 shares — an estimated $459K sold.

Stifel Financial first reported a position in SAMG in Q2 2021 and held it in 4 quarters. The position peaked at $459K in Q1 2022. 77 funds tracked by Wall St. Rank hold SAMG as of Q2 2022.

  • Stifel Financial reported no remaining Silvercrest Asset Management position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 22,456 Silvercrest Asset Management shares in Q2 2022, an estimated $459K.
  • Stifel Financial first reported a position in Silvercrest Asset Management in Q2 2021 and held it in 4 quarters.
  • Stifel Financial's Silvercrest Asset Management position peaked at $459K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.