Creative Planning
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Creative Planning’s SLR Investment Corp SLRC Stock Holding History

Creative Planning’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,279
Closed -$170K – 3672
2024
Q3 		$170K Buy
+11,279
New +$175K ﹤0.01% 2895
2017
Q3 		– Sell
-1,680
Closed -$37K – 3427
2017
Q2 		$37K Buy
1,680
+9
+0.5% +$198 ﹤0.01% 2758
2017
Q1 		$38K Sell
1,671
-989
-37% -$21.6K ﹤0.01% 2676
2016
Q4 		$55K Buy
2,660
+760
+40% +$15.5K ﹤0.01% 2319
2016
Q3 		$39K Buy
1,900
+261
+16% +$5.25K ﹤0.01% 2562
2016
Q2 		$31K Buy
1,639
+12
+0.7% +$218 ﹤0.01% 2474
2016
Q1 		$28K Sell
1,627
-484
-23% -$8.08K ﹤0.01% 2517
2015
Q4 		$35K Sell
2,111
-1,000
-32% -$17.2K ﹤0.01% 2413
2015
Q3 		$49K Buy
+3,111
New +$54.8K ﹤0.01% 2056
2015
Q2 		– Sell
-5,311
Closed -$108K – 2705
2015
Q1 		$108K Buy
5,311
+1,800
+51% +$34.9K ﹤0.01% 1536
2014
Q4 		$63K Buy
3,511
+1,363
+63% +$25.1K ﹤0.01% 1845
2014
Q3 		$40K Sell
2,148
-963
-31% -$19.4K ﹤0.01% 2079
2014
Q2 		$66K Hold
3,111
– – ﹤0.01% 1694
2014
Q1 		$68K Hold
3,111
– – ﹤0.01% 1624
2013
Q4 		$70K Hold
3,111
– – ﹤0.01% 1401
2013
Q3 		$69K Sell
3,111
-125
-4% -$2.82K ﹤0.01% 1336
2013
Q2 		$75K Buy
+3,236
New +$75.6K ﹤0.01% 1149

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning's SLRC Position: Q4 2024 in Review

Creative Planning sold out of SLR Investment Corp (SLRC) in Q4 2024, closing a stake of 11,279 shares — an estimated $170K sold.

Creative Planning first reported a position in SLRC in Q2 2013 and held it in 17 quarters. The position peaked at $170K in Q3 2024. 118 funds tracked by Wall St. Rank hold SLRC as of Q4 2024.

  • Creative Planning reported no remaining SLR Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 11,279 SLR Investment Corp shares in Q4 2024, an estimated $170K.
  • Creative Planning first reported a position in SLR Investment Corp in Q2 2013 and held it in 17 quarters.
  • Creative Planning's SLR Investment Corp position peaked at $170K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.