FCM
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Family Capital Management’s New Mountain Finance NMFC Stock Holding History

Family Capital Management’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
2023
Q4 		– Sell
-10,615
Closed -$137K – 80
2023
Q3 		$137K Sell
10,615
-113
-1% -$1.44K 0.09% 80
2023
Q2 		$133K Buy
10,728
+13
+0.1% +$157 0.08% 78
2023
Q1 		$130K Sell
10,715
-1,533
-13% -$19.3K 0.06% 74
2022
Q4 		$152K Buy
+12,248
New +$151K 0.1% 71

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Family Capital Management's NMFC Position: Q4 2023 in Review

Family Capital Management sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 10,615 shares — an estimated $137K sold.

Family Capital Management first reported a position in NMFC in Q4 2022 and held it in 4 quarters. The position peaked at $152K in Q4 2022. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

  • Family Capital Management reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
  • Family Capital Management sold 10,615 New Mountain Finance shares in Q4 2023, an estimated $137K.
  • Family Capital Management first reported a position in New Mountain Finance in Q4 2022 and held it in 4 quarters.
  • Family Capital Management's New Mountain Finance position peaked at $152K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on Family Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.