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Bartlett & Co’s Saratoga Investment SAR Stock Holding History

Bartlett & Co’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
Q4 		$13K Hold
500
– – ﹤0.01% 966
2023
Q3 		$13K Hold
500
– – ﹤0.01% 897
2023
Q2 		$13K Buy
+500
New +$12.8K ﹤0.01% 893

Other funds holding SAR

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co's SAR Position: Q4 2023 in Review

Bartlett & Co held its Saratoga Investment (SAR) position steady in Q4 2023 at 500 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Bartlett & Co first reported a position in SAR in Q2 2023 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SAR as of Q4 2023.

  • Bartlett & Co held 500 shares of Saratoga Investment worth $13K as of Q4 2023.
  • Bartlett & Co left its Saratoga Investment share count unchanged in Q4 2023.
  • Saratoga Investment made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #966 holding.
  • Bartlett & Co first reported a position in Saratoga Investment in Q2 2023 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.