Bessemer Group
JFR icon

Bessemer Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Bessemer Group’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,927
Closed -$24K – 2211
2023
Q3 		$24K Buy
+2,927
New +$23.6K ﹤0.01% 1445

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group's JFR Position: Q4 2023 in Review

Bessemer Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2023, closing a stake of 2,927 shares — an estimated $24K sold.

Bessemer Group first reported a position in JFR in Q3 2023 and held it in 1 quarter. The position peaked at $24K in Q3 2023. 177 funds tracked by Wall St. Rank hold JFR as of Q4 2023.

  • Bessemer Group reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2023 after selling out during the quarter.
  • Bessemer Group sold 2,927 Nuveen Floating Rate Income Fund shares in Q4 2023, an estimated $24K.
  • Bessemer Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 1 quarter.
  • Bessemer Group's Nuveen Floating Rate Income Fund position peaked at $24K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2023.

Based on Bessemer Group's 13F filing for Q4 2023, filed 9 Feb 2024.