GYL Financial Synergies’s New Mountain Finance NMFC Stock Holding History

GYL Financial Synergies’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 Q3	$210K	Sell	17,510 -780	-4%	-$9.52K	0.02%	354
2024 Q2	$224K	Buy	18,290 +2,860	+19%	+$35.8K	0.02%	345
2024 Q1	$195K	Sell	15,430 -6,436	-29%	-$82K	0.02%	362
2023 Q4	$278K	Buy	21,866 +155	+0.7%	+$1.98K	0.02%	294
2023 Q3	$281K	Buy	21,711 +6,056	+39%	+$77.2K	0.03%	278
2023 Q2	$195K	Hold	15,655	–	–	0.02%	339
2023 Q1	$191K	Hold	15,655	–	–	0.02%	277
2022 Q4	$194K	Buy	15,655 +2,770	+21%	+$34.1K	0.04%	211
2022 Q3	$149K	Buy	+12,885	New	+$164K	0.04%	185
2022 Q2	–	Sell	-11,025	Closed	-$153K	–	204
2022 Q1	$153K	Hold	11,025	–	–	0.04%	200
2021 Q4	$151K	Buy	11,025 +400	+4%	+$5.47K	0.04%	207
2021 Q3	$141K	Buy	+10,625	New	+$142K	0.07%	186

Other funds holding NMFC

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

GYL Financial Synergies's NMFC Position: Q3 2024 in Review

GYL Financial Synergies reduced its New Mountain Finance (NMFC) stake by 4.3% in Q3 2024, selling an estimated $9.52K and leaving 17,510 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #354.

GYL Financial Synergies first reported a position in NMFC in Q3 2021 and has held it in 12 quarters since. The position peaked at $281K in Q3 2023. 169 funds tracked by Wall St. Rank hold NMFC as of Q3 2024.

GYL Financial Synergies held 17,510 shares of New Mountain Finance worth $210K as of Q3 2024.
GYL Financial Synergies sold 780 New Mountain Finance shares in Q3 2024, an estimated $9.52K.
New Mountain Finance made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #354 holding.
GYL Financial Synergies first reported a position in New Mountain Finance in Q3 2021 and has held it in 12 quarters since.
GYL Financial Synergies's New Mountain Finance position peaked at $281K in Q3 2023.
169 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.