Coombe, Bender & Co’s New Mountain Finance NMFC Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$397K	Buy	32,457 +851	+3%	+$10.7K	0.23%	55
2024 Q1	$400K	Buy	31,606 +305	+1%	+$3.88K	0.24%	53
2023 Q4	$398K	Buy	31,301 +495	+2%	+$6.31K	0.25%	57
2023 Q3	$399K	Buy	30,806 +784	+3%	+$9.99K	0.3%	53
2023 Q2	$373K	Buy	30,022 +1,858	+7%	+$22.4K	0.27%	53
2023 Q1	$343K	Buy	28,164 +1,462	+5%	+$18.4K	0.27%	57
2022 Q4	$330K	Buy	26,702 +115	+0.4%	+$1.42K	0.3%	58
2022 Q3	$307K	Buy	26,587 +1,502	+6%	+$19.2K	0.27%	63
2022 Q2	$299K	Buy	+25,085	New	+$323K	0.25%	66

Other funds holding NMFC

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Coombe, Bender & Co's NMFC Position: Q2 2024 in Review

Coombe, Bender & Co increased its New Mountain Finance (NMFC) stake by 2.7% in Q2 2024, buying an estimated $10.7K and bringing the position to 32,457 shares worth $397K. The position accounts for 0.23% of the portfolio, ranked #55.

Coombe, Bender & Co first reported a position in NMFC in Q2 2022 and has held it in 9 quarters since. The position peaked at $400K in Q1 2024. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2024.

Coombe, Bender & Co held 32,457 shares of New Mountain Finance worth $397K as of Q2 2024.
Coombe, Bender & Co bought 851 New Mountain Finance shares in Q2 2024, an estimated $10.7K.
New Mountain Finance made up 0.23% of Coombe, Bender & Co's portfolio in Q2 2024, its #55 holding.
Coombe, Bender & Co first reported a position in New Mountain Finance in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's New Mountain Finance position peaked at $400K in Q1 2024.
164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.