Envestnet Asset Management’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
|
|||||
|
2025
Q1 | $666K | Sell |
|
|||||
|
2024
Q4 | $1.55M | Buy |
|
|||||
|
2024
Q3 | $688K | Buy |
|
|||||
|
2024
Q2 | $677K | Buy |
|
|||||
|
2024
Q1 | $589K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $3.34M | Buy |
|
|||||
|
2023
Q1 | $3.04M | Buy |
|
|||||
|
2022
Q4 | $2.81M | Buy |
|
|||||
|
2022
Q3 | $2.15M | Buy |
|
|||||
|
2022
Q2 | $2.07M | Buy |
|
|||||
|
2022
Q1 | $2.24M | Buy |
|
|||||
|
2021
Q4 | $1.95M | Buy |
|
|||||
|
2021
Q3 | $1.61M | Buy |
|
|||||
|
2021
Q2 | $1.5M | Buy |
|
|||||
|
2021
Q1 | $1.19M | Buy |
|
|||||
|
2020
Q4 | $925K | Buy |
|
|||||
|
2020
Q3 | $563K | Buy |
|
|||||
|
2020
Q2 | $541K | Buy |
|
|||||
|
2020
Q1 | $356K | Buy |
|
|||||
|
2019
Q4 | $548K | Buy |
|
|||||
|
2019
Q3 | $420K | Buy |
|
|||||
|
2019
Q2 | $388K | Buy |
|
|||||
|
2019
Q1 | $243K | Buy |
|
|||||
|
2018
Q4 | $148K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $7K | Hold |
|
|||||
|
2014
Q3 | $7K | Hold |
|
|||||
|
2014
Q2 | $7K | Buy |
|