Atom Investors’s New Mountain Finance NMFC Stock Holding History

Atom Investors’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
2023 Q3	–	Sell	-20,840	Closed	-$259K	–	484
2023 Q2	$259K	Buy	+20,840	New	+$251K	0.1%	207

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

DCM

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atom Investors's NMFC Position: Q3 2023 in Review

Atom Investors sold out of New Mountain Finance (NMFC) in Q3 2023, closing a stake of 20,840 shares — an estimated $259K sold.

Atom Investors first reported a position in NMFC in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 161 funds tracked by Wall St. Rank hold NMFC as of Q3 2023.

Atom Investors reported no remaining New Mountain Finance position as of Q3 2023 after selling out during the quarter.
Atom Investors sold 20,840 New Mountain Finance shares in Q3 2023, an estimated $259K.
Atom Investors first reported a position in New Mountain Finance in Q2 2023 and held it in 1 quarter.
Atom Investors's New Mountain Finance position peaked at $259K in Q2 2023.
161 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2023.

Based on Atom Investors's 13F filing for Q3 2023, filed 14 Nov 2023.