22CM
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20/20 Capital Management’s New Mountain Finance NMFC Stock Holding History

20/20 Capital Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,411
Closed -$100K – 170
2020
Q3 		$100K Sell
10,411
-10,291
-50% -$99.4K 0.04% 145
2020
Q2 		$207K Sell
20,702
-48,125
-70% -$395K 0.08% 133
2020
Q1 		$535K Sell
68,827
-2,297
-3% -$28.4K 0.24% 77
2019
Q4 		$1.01M Buy
+71,124
New +$963K 0.41% 53

Other funds holding NMFC

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RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCIM
Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

20/20 Capital Management's NMFC Position: Q4 2020 in Review

20/20 Capital Management sold out of New Mountain Finance (NMFC) in Q4 2020, closing a stake of 10,411 shares — an estimated $100K sold.

20/20 Capital Management first reported a position in NMFC in Q4 2019 and held it in 4 quarters. The position peaked at $1.01M in Q4 2019. 136 funds tracked by Wall St. Rank hold NMFC as of Q4 2020.

  • 20/20 Capital Management reported no remaining New Mountain Finance position as of Q4 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 10,411 New Mountain Finance shares in Q4 2020, an estimated $100K.
  • 20/20 Capital Management first reported a position in New Mountain Finance in Q4 2019 and held it in 4 quarters.
  • 20/20 Capital Management's New Mountain Finance position peaked at $1.01M in Q4 2019.
  • 136 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.