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FourThought Financial’s New Mountain Finance NMFC Stock Holding History

FourThought Financial’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
2022
Q3 		$43K Hold
3,690
– – 0.01% 651
2022
Q2 		$44K Hold
3,690
– – 0.01% 646
2022
Q1 		$51K Hold
3,690
– – 0.01% 656
2021
Q4 		$51K Hold
3,690
– – 0.01% 660
2021
Q3 		$49K Hold
3,690
– – 0.01% 701
2021
Q2 		$48K Hold
3,690
– – 0.01% 719
2021
Q1 		$45K Sell
3,690
-119
-3% -$1.45K 0.01% 713
2020
Q4 		$43K Buy
+3,809
New +$40.9K 0.01% 694

Other funds holding NMFC

RTS
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial's NMFC Position: Q3 2022 in Review

FourThought Financial held its New Mountain Finance (NMFC) position steady in Q3 2022 at 3,690 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #651.

FourThought Financial first reported a position in NMFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $51K in Q1 2022. 148 funds tracked by Wall St. Rank hold NMFC as of Q3 2022.

  • FourThought Financial held 3,690 shares of New Mountain Finance worth $43K as of Q3 2022.
  • FourThought Financial left its New Mountain Finance share count unchanged in Q3 2022.
  • New Mountain Finance made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #651 holding.
  • FourThought Financial first reported a position in New Mountain Finance in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's New Mountain Finance position peaked at $51K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.