Edgewood Growth Fund-InstEGFIX
13F holders, Q1 2024 (March 31)6holders
$49.42avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($82.3M), Fulton Bank, N.A. ($27.0M) and Partners Capital Investment Group, LLP ($3.4M).
- Company
- Edgewood Growth Fund-Inst
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $82.3M |
| Exits | 4 | $3.8M |
Ownership 6 holders
| Silvercrest Asset Management Group LLC | 0.56% | New | 1,664,388 | $82.3M |
| Fulton Bank, N.A. | 1.11% | Reduce -13.6% | 545,810 | $27.0M |
| Partners Capital Investment Group, LLP | 0.10% | Reduce -66.6% | 69,214 | $3.4M |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,507 | $272K |
| Tucker Asset Management LLC | 0.00% | No change | 307 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.