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Cedar Wealth Management’s New Mountain Finance NMFC Stock Holding History

Cedar Wealth 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
Q4 		– Sell
-7,600
Closed -$98.4K – 292
2023
Q3 		$98.4K Hold
7,600
– – 0.04% 129
2023
Q2 		$94.5K Hold
7,600
– – 0.04% 130
2023
Q1 		$92.5K Hold
7,600
– – 0.04% 126
2022
Q4 		$94K Hold
7,600
– – 0.05% 113
2022
Q3 		$88K Sell
7,600
-2,750
-27% -$35.1K 0.04% 128
2022
Q2 		$123K Hold
10,350
– – 0.06% 127
2022
Q1 		$143K Hold
10,350
– – 0.06% 131
2021
Q4 		$142K Buy
+10,350
New +$141K 0.06% 138

Other funds holding NMFC

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Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cedar Wealth Management's NMFC Position: Q4 2023 in Review

Cedar Wealth Management sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 7,600 shares — an estimated $98.4K sold.

Cedar Wealth Management first reported a position in NMFC in Q4 2021 and held it in 8 quarters. The position peaked at $143K in Q1 2022. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

  • Cedar Wealth Management reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 7,600 New Mountain Finance shares in Q4 2023, an estimated $98.4K.
  • Cedar Wealth Management first reported a position in New Mountain Finance in Q4 2021 and held it in 8 quarters.
  • Cedar Wealth Management's New Mountain Finance position peaked at $143K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.