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FDx Advisors’s SLR Investment Corp SLRC Stock Holding History

FDx Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,855
Closed -$155K – 762
2023
Q2 		$155K Sell
10,855
-461
-4% -$6.6K 0.01% 730
2023
Q1 		$157K Hold
11,316
– – 0.01% 718
2022
Q4 		$157K Sell
11,316
-206
-2% -$2.86K 0.01% 718
2022
Q3 		$142K Sell
11,522
-382
-3% -$5.6K 0.01% 705
2022
Q2 		$174K Buy
11,904
+252
+2% +$4.05K 0.01% 777
2022
Q1 		$211K Buy
11,652
+373
+3% +$6.82K 0.01% 783
2021
Q4 		$208K Buy
11,279
+421
+4% +$8.06K 0.01% 821
2021
Q3 		$208K Buy
10,858
+308
+3% +$5.87K 0.01% 784
2021
Q2 		$197K Buy
10,550
+56
+0.5% +$1.05K 0.01% 793
2021
Q1 		$186K Buy
+10,494
New +$192K 0.01% 747
2020
Q1 		– Sell
-14,275
Closed -$294K – 604
2019
Q4 		$294K Buy
14,275
+1,396
+11% +$28.7K 0.02% 492
2019
Q3 		$266K Buy
+12,879
New +$265K 0.02% 511
2019
Q1 		– Sell
-10,923
Closed -$210K – 806
2018
Q4 		$210K Sell
10,923
-91
-0.8% -$1.88K 0.02% 509
2018
Q3 		$235K Buy
11,014
+872
+9% +$18.7K 0.01% 783
2018
Q2 		$207K Buy
+10,142
New +$212K 0.01% 840
2018
Q1 		– Sell
-10,498
Closed -$212K – 1254
2017
Q4 		$212K Buy
+10,498
New +$224K 0.01% 1179

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return