Iron Horse Wealth Management’s New Mountain Finance NMFC Stock Holding History

Iron Horse Wealth 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 Q2	–	Sell	-700	Closed	-$8.87K	–	491
2024 Q1	$8.87K	Hold	700	–	–	﹤0.01%	208
2023 Q4	$8.9K	Hold	700	–	–	﹤0.01%	204
2023 Q3	$9.06K	Hold	700	–	–	﹤0.01%	197
2023 Q2	$8.71K	Hold	700	–	–	﹤0.01%	158
2023 Q1	$8.52K	Hold	700	–	–	﹤0.01%	165
2022 Q4	$9K	Hold	700	–	–	﹤0.01%	130
2022 Q3	$8K	Hold	700	–	–	0.01%	92
2022 Q2	$8K	Hold	700	–	–	﹤0.01%	131
2022 Q1	$10K	Buy	+700	New	+$9.47K	0.01%	133

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Iron Horse Wealth Management's NMFC Position: Q2 2024 in Review

Iron Horse Wealth Management sold out of New Mountain Finance (NMFC) in Q2 2024, closing a stake of 700 shares — an estimated $8.87K sold.

Iron Horse Wealth Management first reported a position in NMFC in Q1 2022 and held it in 9 quarters. The position peaked at $10K in Q1 2022. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2024.

Iron Horse Wealth Management reported no remaining New Mountain Finance position as of Q2 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 700 New Mountain Finance shares in Q2 2024, an estimated $8.87K.
Iron Horse Wealth Management first reported a position in New Mountain Finance in Q1 2022 and held it in 9 quarters.
Iron Horse Wealth Management's New Mountain Finance position peaked at $10K in Q1 2022.
164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2024.

Based on Iron Horse Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.