BFA
NMFC icon

Beaumont Financial Advisors’s New Mountain Finance NMFC Stock Holding History

Beaumont Financial Advisors’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
Q4 		– Sell
-11,002
Closed -$132K – 375
2024
Q3 		$132K Buy
11,002
+276
+3% +$3.37K 0.01% 345
2024
Q2 		$131K Buy
10,726
+527
+5% +$6.6K 0.01% 361
2024
Q1 		$129K Hold
10,199
– – 0.01% 356
2023
Q4 		$130K Buy
+10,199
New +$130K 0.01% 334

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Beaumont Financial Advisors's NMFC Position: Q4 2024 in Review

Beaumont Financial Advisors sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 11,002 shares — an estimated $132K sold.

Beaumont Financial Advisors first reported a position in NMFC in Q4 2023 and held it in 4 quarters. The position peaked at $132K in Q3 2024. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • Beaumont Financial Advisors reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 11,002 New Mountain Finance shares in Q4 2024, an estimated $132K.
  • Beaumont Financial Advisors first reported a position in New Mountain Finance in Q4 2023 and held it in 4 quarters.
  • Beaumont Financial Advisors's New Mountain Finance position peaked at $132K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on Beaumont Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.