Advisornet Financial’s New Mountain Finance NMFC Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-265	Closed	-$3.37K	–	2360
2023 Q4	$3.37K	Hold	265	–	–	﹤0.01%	1576
2023 Q3	$3.43K	Hold	265	–	–	﹤0.01%	1512
2023 Q2	$3.3K	Hold	265	–	–	﹤0.01%	1604
2023 Q1	$3.23K	Hold	265	–	–	﹤0.01%	1585
2022 Q4	$3.28K	Hold	265	–	–	﹤0.01%	1563
2022 Q3	$3K	Hold	265	–	–	﹤0.01%	1618
2022 Q2	$3K	Sell	265 -1,100	-81%	-$14.2K	﹤0.01%	1630
2022 Q1	$19K	Buy	+1,365	New	+$18.5K	﹤0.01%	1266
2019 Q1	–	Sell	-592	Closed	-$7K	–	1627
2018 Q4	$7K	Hold	592	–	–	﹤0.01%	1176
2018 Q3	$8K	Hold	592	–	–	﹤0.01%	1185
2018 Q2	$8K	Buy	+592	New	+$8.03K	﹤0.01%	1202

Other funds holding NMFC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advisornet Financial's NMFC Position: Q1 2024 in Review

Advisornet Financial sold out of New Mountain Finance (NMFC) in Q1 2024, closing a stake of 265 shares — an estimated $3.37K sold.

Advisornet Financial first reported a position in NMFC in Q2 2018 and held it in 11 quarters. The position peaked at $19K in Q1 2022. 176 funds tracked by Wall St. Rank hold NMFC as of Q1 2024.

Advisornet Financial reported no remaining New Mountain Finance position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 265 New Mountain Finance shares in Q1 2024, an estimated $3.37K.
Advisornet Financial first reported a position in New Mountain Finance in Q2 2018 and held it in 11 quarters.
Advisornet Financial's New Mountain Finance position peaked at $19K in Q1 2022.
176 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.