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Yorktown Management & Research Company’s Silvercrest Asset Management SAMG Stock Holding History

Yorktown Management & Research Company’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
2019
Q4 		– Sell
-11,300
Closed -$139K – 311
2019
Q3 		$139K Hold
11,300
– – 0.07% 295
2019
Q2 		$159K Hold
11,300
– – 0.06% 293
2019
Q1 		$161K Buy
+11,300
New +$161K 0.05% 308

Other funds holding SAMG

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Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Yorktown Management & Research Company's SAMG Position: Q4 2019 in Review

Yorktown Management & Research Company sold out of Silvercrest Asset Management (SAMG) in Q4 2019, closing a stake of 11,300 shares — an estimated $139K sold.

Yorktown Management & Research Company first reported a position in SAMG in Q1 2019 and held it in 3 quarters. The position peaked at $161K in Q1 2019. 58 funds tracked by Wall St. Rank hold SAMG as of Q4 2019.

  • Yorktown Management & Research Company reported no remaining Silvercrest Asset Management position as of Q4 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 11,300 Silvercrest Asset Management shares in Q4 2019, an estimated $139K.
  • Yorktown Management & Research Company first reported a position in Silvercrest Asset Management in Q1 2019 and held it in 3 quarters.
  • Yorktown Management & Research Company's Silvercrest Asset Management position peaked at $161K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q4 2019.

Based on Yorktown Management & Research Company's 13F filing for Q4 2019, filed 27 Jan 2020.