Crewe Advisors’s New Mountain Finance NMFC Stock Holding History

Crewe Advisors’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	–	Sell	-77	Closed	-$976	–	1007
2024 Q1	$976	Buy	+77	New	+$980	﹤0.01%	888

Other funds holding NMFC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Crewe Advisors's NMFC Position: Q2 2024 in Review

Crewe Advisors sold out of New Mountain Finance (NMFC) in Q2 2024, closing a stake of 77 shares — an estimated $976 sold.

Crewe Advisors first reported a position in NMFC in Q1 2024 and held it in 1 quarter. The position peaked at $976 in Q1 2024. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2024.

Crewe Advisors reported no remaining New Mountain Finance position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 77 New Mountain Finance shares in Q2 2024, an estimated $976.
Crewe Advisors first reported a position in New Mountain Finance in Q1 2024 and held it in 1 quarter.
Crewe Advisors's New Mountain Finance position peaked at $976 in Q1 2024.
164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.