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Bellevue Asset Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bellevue Asset Management’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,661
Closed -$27.9K – 494
2024
Q4 		$27.9K Buy
+1,661
New +$28.5K 0.01% 212
2024
Q3 		– Sell
-564
Closed -$9.81K – 466
2024
Q2 		$9.81K Buy
+564
New +$9.92K 0.01% 269

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bellevue Asset Management's NCDL Position: Q1 2025 in Review

Bellevue Asset Management sold out of Nuveen Churchill Direct Lending (NCDL) in Q1 2025, closing a stake of 1,661 shares — an estimated $27.9K sold.

Bellevue Asset Management first reported a position in NCDL in Q2 2024 and held it in 2 quarters. The position peaked at $27.9K in Q4 2024. 80 funds tracked by Wall St. Rank hold NCDL as of Q1 2025.

  • Bellevue Asset Management reported no remaining Nuveen Churchill Direct Lending position as of Q1 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 1,661 Nuveen Churchill Direct Lending shares in Q1 2025, an estimated $27.9K.
  • Bellevue Asset Management first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and held it in 2 quarters.
  • Bellevue Asset Management's Nuveen Churchill Direct Lending position peaked at $27.9K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2025.

Based on Bellevue Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.