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Belpointe Asset Management’s New Mountain Finance NMFC Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-2,336
Closed -$28.4K – 2361
2023
Q1 		$28.4K Buy
2,336
+135
+6% +$1.7K ﹤0.01% 2091
2022
Q4 		$27.2K Buy
+2,201
New +$27.1K ﹤0.01% 1972

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LSV Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
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
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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Belpointe Asset Management's NMFC Position: Q2 2023 in Review

Belpointe Asset Management sold out of New Mountain Finance (NMFC) in Q2 2023, closing a stake of 2,336 shares — an estimated $28.4K sold.

Belpointe Asset Management first reported a position in NMFC in Q4 2022 and held it in 2 quarters. The position peaked at $28.4K in Q1 2023. 153 funds tracked by Wall St. Rank hold NMFC as of Q2 2023.

  • Belpointe Asset Management reported no remaining New Mountain Finance position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,336 New Mountain Finance shares in Q2 2023, an estimated $28.4K.
  • Belpointe Asset Management first reported a position in New Mountain Finance in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's New Mountain Finance position peaked at $28.4K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.