Campbell & Co Investment Adviser’s Saratoga Investment SAR Stock Holding History

Campbell & Co Investment Adviser’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
2025 Q1	–	Sell	-20,505	Closed	-$490K	–	1303
2024 Q4	$490K	Buy	20,505 +6,714	+49%	+$163K	0.04%	667
2024 Q3	$320K	Sell	13,791 -13,722	-50%	-$317K	0.02%	881
2024 Q2	$625K	Buy	27,513 +883	+3%	+$20.6K	0.05%	562
2024 Q1	$618K	Buy	+26,630	New	+$626K	0.05%	610

Other funds holding SAR

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Campbell & Co Investment Adviser's SAR Position: Q1 2025 in Review

Campbell & Co Investment Adviser sold out of Saratoga Investment (SAR) in Q1 2025, closing a stake of 20,505 shares — an estimated $490K sold.

Campbell & Co Investment Adviser first reported a position in SAR in Q1 2024 and held it in 4 quarters. The position peaked at $625K in Q2 2024. 67 funds tracked by Wall St. Rank hold SAR as of Q1 2025.

Campbell & Co Investment Adviser reported no remaining Saratoga Investment position as of Q1 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 20,505 Saratoga Investment shares in Q1 2025, an estimated $490K.
Campbell & Co Investment Adviser first reported a position in Saratoga Investment in Q1 2024 and held it in 4 quarters.
Campbell & Co Investment Adviser's Saratoga Investment position peaked at $625K in Q2 2024.
67 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2025, filed 14 May 2025.