MEEDER ASSET MANAGEMENT INC SAMG Silvercrest Asset Management Group Inc

Ownership history in MEEDER ASSET MANAGEMENT INC  ·  27 quarters on record

AI Ownership Summary

MEEDER ASSET MANAGEMENT INC reported Silvercrest Asset Management Group Inc (SAMG) in 27 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SAMG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEEDER ASSET MANAGEMENT INC's position in Silvercrest Asset Management Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SAMG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MEEDER ASSET MANAGEMENT INC held SAMG — position size vs. price
% of Fund (quarterly)    SAMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,396 0% 0.00% $14K 2026-08-07 $10.21
2026 Q1 UNCHANGED 1,396 0% 0.00% $19K 2026-05-07 $13.44
2025 Q4 UNCHANGED 1,396 0% 0.00% $21K 2026-02-11 $14.41
2025 Q3 UNCHANGED 1,396 0% 0.00% $22K 2025-10-24 $14.02
2025 Q2 UNCHANGED 1,396 0% 0.00% $22K 2025-08-07 $15.33
2025 Q1 UNCHANGED 1,396 0% 0.00% $23K 2025-05-07 $14.70
2024 Q4 UNCHANGED 1,396 0% 0.00% $26K 2025-02-12 $16.49
2024 Q3 ADDED 1,396 +954 +215.8% 0.00% $24K 2024-11-07 $16.00
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MEEDER ASSET MANAGEMENT INC and SAMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MEEDER ASSET MANAGEMENT INC reported owning SAMG?

MEEDER ASSET MANAGEMENT INC reported SAMG across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SAMG position in MEEDER ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SAMG was 0.00% in 2024 Q4.

What is the latest reported SAMG position on this page?

The most recent filing on this page is 2026 Q2, when MEEDER ASSET MANAGEMENT INC reported 1,396 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this SAMG ownership page compare?

The chart compares MEEDER ASSET MANAGEMENT INC's quarterly SAMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MEEDER ASSET MANAGEMENT INC time their SAMG position?

Based on 13F filing dates vs. subsequent SAMG price moves, MEEDER ASSET MANAGEMENT INC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on SAMG relative to SPY over the holding period was -13.1%.

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