GI
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Gradient Investments’s New Mountain Finance NMFC Stock Holding History

Gradient Investments’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
Q4 		– Sell
-3
Closed – – 1608
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1473
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1326
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1288
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1293
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1215
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1227
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1239
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1159
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1189
2020
Q2 		$0 Sell
3
-7
-70% -$58 ﹤0.01% 1148
2020
Q1 		$0 Buy
+10
New +$123 ﹤0.01% 1183

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Gradient Investments's NMFC Position: Q4 2022 in Review

Gradient Investments sold out of New Mountain Finance (NMFC) in Q4 2022, closing a stake of 3 shares.

Gradient Investments first reported a position in NMFC in Q1 2020 and held it in 11 quarters. The position peaked at $0 in Q3 2022. 159 funds tracked by Wall St. Rank hold NMFC as of Q4 2022.

  • Gradient Investments reported no remaining New Mountain Finance position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 3 New Mountain Finance shares in Q4 2022.
  • Gradient Investments first reported a position in New Mountain Finance in Q1 2020 and held it in 11 quarters.
  • Gradient Investments's New Mountain Finance position peaked at $0 in Q3 2022.
  • 159 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.