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 $9.63B AUM 35.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return