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Carmichael Hill & Associates’s Saratoga Investment SAR Stock Holding History

Carmichael Hill & 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
2022
Q4 		– Sell
-315
Closed -$7K – 835
2022
Q3 		$7K Hold
315
– – ﹤0.01% 632
2022
Q2 		$8K Hold
315
– – ﹤0.01% 601
2022
Q1 		$9K Hold
315
– – ﹤0.01% 621
2021
Q4 		$9K Buy
315
+100
+47% +$2.91K ﹤0.01% 637
2021
Q3 		$6K Buy
+215
New +$5.93K ﹤0.01% 676

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Carmichael Hill & Associates's SAR Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Saratoga Investment (SAR) in Q4 2022, closing a stake of 315 shares — an estimated $7K sold.

Carmichael Hill & Associates first reported a position in SAR in Q3 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 52 funds tracked by Wall St. Rank hold SAR as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Saratoga Investment position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 315 Saratoga Investment shares in Q4 2022, an estimated $7K.
  • Carmichael Hill & Associates first reported a position in Saratoga Investment in Q3 2021 and held it in 5 quarters.
  • Carmichael Hill & Associates's Saratoga Investment position peaked at $9K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.