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Joseph P. Lucia & Associates’s New Mountain Finance NMFC Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-575
Closed -$5K – 325
2020
Q2 		$5K Hold
575
– – ﹤0.01% 375
2020
Q1 		$4K Buy
+575
New +$7.1K ﹤0.01% 357
2019
Q3 		– Sell
-350
Closed -$5K – 464
2019
Q2 		$5K Hold
350
– – 0.01% 366
2019
Q1 		$4.77K Buy
+350
New +$4.76K 0.01% 274

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

Joseph P. Lucia & Associates's NMFC Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of New Mountain Finance (NMFC) in Q3 2020, closing a stake of 575 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in NMFC in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 124 funds tracked by Wall St. Rank hold NMFC as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining New Mountain Finance position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 575 New Mountain Finance shares in Q3 2020, an estimated $5K.
  • Joseph P. Lucia & Associates first reported a position in New Mountain Finance in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's New Mountain Finance position peaked at $5K in Q2 2020.
  • 124 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.