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Joel Greenblatt’s New Mountain Finance NMFC Stock Holding History

Joel Greenblatt’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
2020
Q4 		– Sell
-11,898
Closed -$114K – 1072
2020
Q3 		$114K Buy
11,898
+525
+5% +$5.07K ﹤0.01% 978
2020
Q2 		$106K Buy
+11,373
New +$93.4K ﹤0.01% 1010

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JP Morgan Chase
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HighTower Advisors
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SCIM
Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return
Arrowstreet Capital
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Joel Greenblatt's NMFC Position: Q4 2020 in Review

Joel Greenblatt sold out of New Mountain Finance (NMFC) in Q4 2020, closing a stake of 11,898 shares — an estimated $114K sold.

Joel Greenblatt first reported a position in NMFC in Q2 2020 and held it in 2 quarters. The position peaked at $114K in Q3 2020. 136 funds tracked by Wall St. Rank hold NMFC as of Q4 2020.

  • Joel Greenblatt reported no remaining New Mountain Finance position as of Q4 2020 after selling out during the quarter.
  • Joel Greenblatt sold 11,898 New Mountain Finance shares in Q4 2020, an estimated $114K.
  • Joel Greenblatt first reported a position in New Mountain Finance in Q2 2020 and held it in 2 quarters.
  • Joel Greenblatt's New Mountain Finance position peaked at $114K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2020.

Based on Gotham Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.