AR
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Advisory Research’s Saratoga Investment SAR Stock Holding History

Advisory Research’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-26,925
Closed -$727K – 477
2023
Q2 		$727K Sell
26,925
-2,731
-9% -$70.1K 0.09% 243
2023
Q1 		$750K Sell
29,656
-695
-2% -$18.4K 0.12% 199
2022
Q4 		$774K Sell
30,351
-5,370
-15% -$128K 0.07% 189
2022
Q3 		$742K Buy
35,721
+500
+1% +$12K 0.07% 192
2022
Q2 		$844K Buy
35,221
+3,669
+12% +$95.1K 0.08% 174
2022
Q1 		$860K Buy
31,552
+5,056
+19% +$139K 0.07% 200
2021
Q4 		$778K Buy
26,496
+6,157
+30% +$179K 0.06% 221
2021
Q3 		$585K Buy
+20,339
New +$561K 0.04% 236

Other funds holding SAR

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Research's SAR Position: Q3 2023 in Review

Advisory Research sold out of Saratoga Investment (SAR) in Q3 2023, closing a stake of 26,925 shares — an estimated $727K sold.

Advisory Research first reported a position in SAR in Q3 2021 and held it in 8 quarters. The position peaked at $860K in Q1 2022. 64 funds tracked by Wall St. Rank hold SAR as of Q3 2023.

  • Advisory Research reported no remaining Saratoga Investment position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 26,925 Saratoga Investment shares in Q3 2023, an estimated $727K.
  • Advisory Research first reported a position in Saratoga Investment in Q3 2021 and held it in 8 quarters.
  • Advisory Research's Saratoga Investment position peaked at $860K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.