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Creekmur Asset Management’s Saratoga Investment SAR Stock Holding History

Creekmur Asset Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-144
Closed -$3.34K – 1148
2024
Q1 		$3.34K Sell
144
-787
-85% -$18.5K ﹤0.01% 613
2023
Q4 		$24.1K Buy
+931
New +$23.3K 0.01% 400

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AAM
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Legal & General Group
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Morgan Stanley
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Creekmur Asset Management's SAR Position: Q2 2024 in Review

Creekmur Asset Management sold out of Saratoga Investment (SAR) in Q2 2024, closing a stake of 144 shares — an estimated $3.34K sold.

Creekmur Asset Management first reported a position in SAR in Q4 2023 and held it in 2 quarters. The position peaked at $24.1K in Q4 2023. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2024.

  • Creekmur Asset Management reported no remaining Saratoga Investment position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 144 Saratoga Investment shares in Q2 2024, an estimated $3.34K.
  • Creekmur Asset Management first reported a position in Saratoga Investment in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's Saratoga Investment position peaked at $24.1K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.