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

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimension Capital Management Coral Gables, Florida $712M AUM 18.57% 1-Year Est. Return

Two Sigma Advisers

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return