Janiczek Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Janiczek Wealth Management’s Portfolio NCDL Stock Details NCDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$35.4K	Buy	+1,981	New	+$34.9K	0.01%	461

Other funds holding NCDL

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Janiczek Wealth Management's NCDL Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q2 2024: 1,981 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings.

39 funds tracked by Wall St. Rank hold NCDL as of Q2 2024.

Janiczek Wealth Management held 1,981 shares of Nuveen Churchill Direct Lending worth $35.4K as of Q2 2024.
Nuveen Churchill Direct Lending was a new Janiczek Wealth Management position in Q2 2024.
Nuveen Churchill Direct Lending made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #461 holding.
39 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.