SILVERCREST ASSET MANAGEMENT GROUP LLC AEIS — ADVANCED ENERGY INDS COM

Ownership history in SILVERCREST ASSET MANAGEMENT GROUP LLC  ·  9 quarters on record

AI Ownership Summary

SILVERCREST ASSET MANAGEMENT GROUP LLC reported ADVANCED ENERGY INDS COM (AEIS) in 9 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows AEIS at 0.71% 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 AEIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERCREST ASSET MANAGEMENT GROUP LLC's position in ADVANCED ENERGY INDS COM, 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 Q1

AEIS was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

AEIS stock page SILVERCREST ASSET MANAGEMENT GROUP LLC fund profile SILVERCREST ASSET MANAGEMENT GROUP LLC full holdings
How SILVERCREST ASSET MANAGEMENT GROUP LLC held AEIS — position size vs. price
% of Fund (quarterly)    AEIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 304,209 -78,353 -20.5% 0.71% $98.2M 2026-05-15 $323.36
2025 Q4 REDUCED 17.1% +54.2% ❌ 382,562 -78,762 -17.1% 0.55% $80.1M 2026-02-17 $313.93
2025 Q3 REDUCED — — — 461,324 -5,792 -1.2% 0.52% $78.5M 2025-11-14 $202.25
2025 Q2 REDUCED 6.3% +25.9% ❌ 467,116 -31,517 -6.3% 0.42% $61.9M 2025-08-14 $161.60
2025 Q1 REDUCED — — — 498,633 -6,368 -1.3% 0.34% $47.5M 2025-05-15 $118.45
2024 Q4 ADDED — — — 505,001 +434,802 +619.4% 0.39% $58.4M 2025-02-14 $123.85
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AEIS

As of 2026 Q1 — sorted by position size

Analog Century Management LP 3Y 5.0% G2 Investment Partners Management LLC 3Y 7Y 4.64% Whale Rock Capital Management LLC 3Y 7Y 4.26% SORA INVESTORS LLC 3Y 3.57% VMS Asset Management Limited 3.31% Green Alpha Advisors, LLC 3Y 3.24% Compass Wealth Management LLC 3Y 3.12% 4D Advisors, LLC 3.07% Aristotle Capital Boston, LLC 3Y 7Y 3.04% Amanah Holdings Trust 3.02%

FAQ About SILVERCREST ASSET MANAGEMENT GROUP LLC and AEIS

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

How long has SILVERCREST ASSET MANAGEMENT GROUP LLC reported owning AEIS?

SILVERCREST ASSET MANAGEMENT GROUP LLC reported AEIS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AEIS position in SILVERCREST ASSET MANAGEMENT GROUP LLC's portfolio?

The largest reported portfolio weight for AEIS was 0.71% in 2026 Q1.

What is the latest reported AEIS position on this page?

The most recent filing on this page is 2026 Q1, when SILVERCREST ASSET MANAGEMENT GROUP LLC reported 304,209 shares, equal to 0.71% of portfolio, with an estimated market value of $98.2M.

What does the chart on this AEIS ownership page compare?

The chart compares SILVERCREST ASSET MANAGEMENT GROUP LLC's quarterly AEIS 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 SILVERCREST ASSET MANAGEMENT GROUP LLC time their AEIS position?

Based on 13F filing dates vs. subsequent AEIS price moves, SILVERCREST ASSET MANAGEMENT GROUP LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on AEIS relative to SPY over the holding period was +51.6%.

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