Dynamic Technology Lab’s Saratoga Investment SAR Stock Holding History

Dynamic Technology Lab’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
2026 Q1	–	Sell	-13,214	Closed	-$305K	–	1143
2025 Q4	$305K	Buy	+13,214	New	+$300K	0.07%	478
2024 Q1	–	Sell	-13,522	Closed	-$350K	–	1381
2023 Q4	$350K	Buy	+13,522	New	+$338K	0.04%	722
2020 Q3	–	Sell	-10,099	Closed	-$160K	–	1301
2020 Q2	$160K	Buy	+10,099	New	+$149K	0.02%	834
2019 Q4	–	Sell	-10,002	Closed	-$247K	–	1256
2019 Q3	$247K	Buy	+10,002	New	+$247K	0.04%	737
2018 Q4	–	Sell	-9,136	Closed	-$211K	–	1266
2018 Q3	$211K	Buy	+9,136	New	+$223K	0.03%	869
2017 Q3	–	Sell	-10,705	Closed	-$223K	–	1332
2017 Q2	$223K	Buy	+10,705	New	+$231K	0.04%	832

Other funds holding SAR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

Dynamic Technology Lab's SAR Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 13,214 shares — an estimated $305K sold.

Dynamic Technology Lab first reported a position in SAR in Q2 2017 and held it in 6 quarters. The position peaked at $350K in Q4 2023. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Dynamic Technology Lab reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
Dynamic Technology Lab sold 13,214 Saratoga Investment shares in Q1 2026, an estimated $305K.
Dynamic Technology Lab first reported a position in Saratoga Investment in Q2 2017 and held it in 6 quarters.
Dynamic Technology Lab's Saratoga Investment position peaked at $350K in Q4 2023.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.