C.M. Bidwell & Associates’s Saratoga Investment SAR Stock Holding History

C.M. Bidwell & Associates’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	–	Sell	-1,385	Closed	-$35.6K	–	563
2023 Q3	$35.6K	Buy	+1,385	New	+$36.4K	0.03%	305

Other funds holding SAR

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C.M. Bidwell & Associates's SAR Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Saratoga Investment (SAR) in Q4 2023, closing a stake of 1,385 shares — an estimated $35.6K sold.

C.M. Bidwell & Associates first reported a position in SAR in Q3 2023 and held it in 1 quarter. The position peaked at $35.6K in Q3 2023. 70 funds tracked by Wall St. Rank hold SAR as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Saratoga Investment position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,385 Saratoga Investment shares in Q4 2023, an estimated $35.6K.
C.M. Bidwell & Associates first reported a position in Saratoga Investment in Q3 2023 and held it in 1 quarter.
C.M. Bidwell & Associates's Saratoga Investment position peaked at $35.6K in Q3 2023.
70 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.