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Dynamic Technology Lab’s New Mountain Finance NMFC Stock Holding History

Dynamic Technology Lab’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
2025
Q1 		– Sell
-27,081
Closed -$305K – 1222
2024
Q4 		$305K Buy
+27,081
New +$312K 0.05% 629
2024
Q3 		– Sell
-27,102
Closed -$332K – 1234
2024
Q2 		$332K Sell
27,102
-67,151
-71% -$841K 0.04% 648
2024
Q1 		$1.19M Buy
+94,253
New +$1.2M 0.13% 267
2023
Q4 		– Sell
-14,202
Closed -$184K – 1291
2023
Q3 		$184K Buy
14,202
+2,525
+22% +$32.2K 0.02% 798
2023
Q2 		$145K Sell
11,677
-261
-2% -$3.15K 0.02% 867
2023
Q1 		$145K Buy
+11,938
New +$150K 0.01% 947
2021
Q2 		– Sell
-29,296
Closed -$363K – 1387
2021
Q1 		$363K Sell
29,296
-13,614
-32% -$166K 0.04% 716
2020
Q4 		$487K Buy
42,910
+32,610
+317% +$350K 0.08% 458
2020
Q3 		$98K Buy
+10,300
New +$99.4K 0.02% 894
2020
Q1 		– Sell
-14,812
Closed -$204K – 1273
2019
Q4 		$204K Sell
14,812
-3,006
-17% -$40.7K 0.03% 829
2019
Q3 		$243K Buy
+17,818
New +$243K 0.04% 749
2018
Q2 		– Sell
-24,991
Closed -$328K – 1212
2018
Q1 		$328K Sell
24,991
-851
-3% -$11.2K 0.05% 663
2017
Q4 		$350K Buy
+25,842
New +$364K 0.06% 620
2017
Q1 		– Sell
-21,739
Closed -$306K – 1163
2016
Q4 		$306K Buy
+21,739
New +$300K 0.08% 515

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Dynamic Technology Lab's NMFC Position: Q1 2025 in Review

Dynamic Technology Lab sold out of New Mountain Finance (NMFC) in Q1 2025, closing a stake of 27,081 shares — an estimated $305K sold.

Dynamic Technology Lab first reported a position in NMFC in Q4 2016 and held it in 14 quarters. The position peaked at $1.19M in Q1 2024. 165 funds tracked by Wall St. Rank hold NMFC as of Q1 2025.

  • Dynamic Technology Lab reported no remaining New Mountain Finance position as of Q1 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 27,081 New Mountain Finance shares in Q1 2025, an estimated $305K.
  • Dynamic Technology Lab first reported a position in New Mountain Finance in Q4 2016 and held it in 14 quarters.
  • Dynamic Technology Lab's New Mountain Finance position peaked at $1.19M in Q1 2024.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2025.

Based on Dynamic Technology Lab's 13F filing for Q1 2025, filed 16 May 2025.