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Csenge Advisory Group’s New Mountain Finance NMFC Stock Holding History

Csenge Advisory Group’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
Q3 		– Sell
-13,969
Closed -$171K – 744
2024
Q2 		$171K Sell
13,969
-3,974
-22% -$49.8K 0.01% 634
2024
Q1 		$227K Buy
+17,943
New +$228K 0.01% 639

Other funds holding NMFC

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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Csenge Advisory Group's NMFC Position: Q3 2024 in Review

Csenge Advisory Group sold out of New Mountain Finance (NMFC) in Q3 2024, closing a stake of 13,969 shares — an estimated $171K sold.

Csenge Advisory Group first reported a position in NMFC in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 169 funds tracked by Wall St. Rank hold NMFC as of Q3 2024.

  • Csenge Advisory Group reported no remaining New Mountain Finance position as of Q3 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 13,969 New Mountain Finance shares in Q3 2024, an estimated $171K.
  • Csenge Advisory Group first reported a position in New Mountain Finance in Q1 2024 and held it in 2 quarters.
  • Csenge Advisory Group's New Mountain Finance position peaked at $227K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2024.

Based on Csenge Advisory Group's 13F filing for Q3 2024, filed 13 Nov 2024.