Ownership history in Ancora Advisors LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Ancora Advisors LLC reported a position in SILVERCREST ASSET MGMT GROUP (SAMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ancora Advisors LLC underperformed the S&P 500 by β9.5% annually on this SAMG position. Timing score: 69% (9/13 decisions correct). Average cost basis: $14.34. Maximum drawdown during holding period: β20.8%.
β Significantly underperformed the S&P 500 by 9.5% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 13 add/trim decisions correct
Best entry: $13.79 (2022 Q2) Β· Worst: $15.75 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size