GIM
NMFC icon

Guild Investment Management’s New Mountain Finance NMFC Stock Holding History

Guild Investment 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
2024
Q4 		– Sell
-60,190
Closed -$721K – 46
2024
Q3 		$721K Hold
60,190
– – 0.79% 30
2024
Q2 		$737K Buy
60,190
+4,875
+9% +$61.1K 0.84% 29
2024
Q1 		$721K Buy
55,315
+10
+0% +$127 0.92% 30
2023
Q4 		$703K Sell
55,305
-16,980
-23% -$216K 1.12% 28
2023
Q3 		$936K Sell
72,285
-1,070
-1% -$13.6K 1.57% 27
2023
Q2 		$913K Buy
73,355
+250
+0.3% +$3.02K 1.28% 31
2023
Q1 		$890K Sell
73,105
-4,545
-6% -$57.2K 1.36% 29
2022
Q4 		$961K Sell
77,650
-3,300
-4% -$40.7K 1.64% 25
2022
Q3 		$933K Buy
80,950
+4,120
+5% +$52.6K 1.6% 25
2022
Q2 		$951K Sell
76,830
-1,320
-2% -$17K 1.44% 28
2022
Q1 		$1.08M Sell
78,150
-2,650
-3% -$35.9K 1.11% 32
2021
Q4 		$1.11M Buy
80,800
+220
+0.3% +$3.01K 1.12% 30
2021
Q3 		$1.07M Buy
80,580
+230
+0.3% +$3.08K 1.03% 34
2021
Q2 		$1.06M Buy
80,350
+2,830
+4% +$36.9K 1.02% 38
2021
Q1 		$961K Sell
77,520
-15,840
-17% -$193K 1.03% 34
2020
Q4 		$1.06M Sell
93,360
-5,100
-5% -$54.8K 1.17% 37
2020
Q3 		$941K Sell
98,460
-1,940
-2% -$18.7K 1.3% 32
2020
Q2 		$933K Sell
100,400
-53,890
-35% -$443K 1.32% 31
2020
Q1 		$1.05M Buy
154,290
+560
+0.4% +$6.92K 2.28% 19
2019
Q4 		$2.11M Sell
153,730
-8,400
-5% -$114K 2.71% 14
2019
Q3 		$2.21M Buy
+162,130
New +$2.21M 3.05% 12

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Guild Investment Management's NMFC Position: Q4 2024 in Review

Guild Investment Management sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 60,190 shares — an estimated $721K sold.

Guild Investment Management first reported a position in NMFC in Q3 2019 and held it in 21 quarters. The position peaked at $2.21M in Q3 2019. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • Guild Investment Management reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • Guild Investment Management sold 60,190 New Mountain Finance shares in Q4 2024, an estimated $721K.
  • Guild Investment Management first reported a position in New Mountain Finance in Q3 2019 and held it in 21 quarters.
  • Guild Investment Management's New Mountain Finance position peaked at $2.21M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on Guild Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.