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Fairfield, Bush & Co’s Saratoga Investment SAR Stock Holding History

Fairfield, Bush & Co’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
2022
Q3 		– Sell
-1,000
Closed -$24K – 394
2022
Q2 		$24K Buy
+1,000
New +$25.9K 0.01% 245

Other funds holding SAR

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AAM
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Fairfield, Bush & Co's SAR Position: Q3 2022 in Review

Fairfield, Bush & Co sold out of Saratoga Investment (SAR) in Q3 2022, closing a stake of 1,000 shares — an estimated $24K sold.

Fairfield, Bush & Co first reported a position in SAR in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 48 funds tracked by Wall St. Rank hold SAR as of Q3 2022.

  • Fairfield, Bush & Co reported no remaining Saratoga Investment position as of Q3 2022 after selling out during the quarter.
  • Fairfield, Bush & Co sold 1,000 Saratoga Investment shares in Q3 2022, an estimated $24K.
  • Fairfield, Bush & Co first reported a position in Saratoga Investment in Q2 2022 and held it in 1 quarter.
  • Fairfield, Bush & Co's Saratoga Investment position peaked at $24K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2022.

Based on Fairfield, Bush & Co's 13F filing for Q3 2022, filed 7 Nov 2022.