test

Michael Byun

@Sageview Advisory Group, Llc

Latest period2024 - Q3ReportedManaged Assets$1.97BTotal holdings509
Assets growth rate-8.49%Assets growth rate (2-Q avg)0.13%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sageview Advisory Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 509 positions.

Assets under management

The assets under management (AUM) of Sageview Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.97B in assets, with a quarterly growth rate of -8.49% and a 2-quarter average growth rate of 0.13%. The portfolio is managed by Michael Byun, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AUBAtlantic Un Bankshares Corp
Recent Activity
New Position
0.02%
$324,565
8,616 shares@ $37.68 avg price
COLMColumbia Sportswear Co
Recent Activity
New Position
0.02%
$307,637
3,698 shares@ $83.2 avg price
HFWAHeritage Finl Corp Wash
Recent Activity
New Position
0.02%
$307,306
14,116 shares@ $21.78 avg price
BOCTInnovator Etfs Trust
Recent Activity
New Position
0.02%
$305,174
7,189 shares@ $42.46 avg price
ASTEAstec Inds Inc
Recent Activity
New Position
0.02%
$298,863
9,357 shares@ $31.95 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.02%
$296,959
778 shares@ $381.7 avg price
DDDupont De Nemours Inc
Recent Activity
New Position
0.02%
$296,241
3,324 shares@ $89.13 avg price
FBNCFirst Bancorp N C
Recent Activity
New Position
0.02%
$262,142
6,303 shares@ $41.6 avg price
INVXInnovex International Inc
Recent Activity
New Position
0.02%
$256,900
17,500 shares@ $14.68 avg price
CENTCentral Garden & Pet Co
Recent Activity
New Position
0.02%
$255,728
7,012 shares@ $36.48 avg price