JSL
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JT Stratford LLC’s Nuveen Churchill Direct Lending NCDL Stock Holding History

JT Stratford LLC’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
Q4 		– Sell
-10,330
Closed -$180K – 319
2024
Q3 		$180K Buy
10,330
+82
+0.8% +$1.43K 0.03% 280
2024
Q2 		$178K Buy
+10,248
New +$180K 0.03% 266

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N
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

JT Stratford LLC's NCDL Position: Q4 2024 in Review

JT Stratford LLC sold out of Nuveen Churchill Direct Lending (NCDL) in Q4 2024, closing a stake of 10,330 shares — an estimated $180K sold.

JT Stratford LLC first reported a position in NCDL in Q2 2024 and held it in 2 quarters. The position peaked at $180K in Q3 2024. 81 funds tracked by Wall St. Rank hold NCDL as of Q4 2024.

  • JT Stratford LLC reported no remaining Nuveen Churchill Direct Lending position as of Q4 2024 after selling out during the quarter.
  • JT Stratford LLC sold 10,330 Nuveen Churchill Direct Lending shares in Q4 2024, an estimated $180K.
  • JT Stratford LLC first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and held it in 2 quarters.
  • JT Stratford LLC's Nuveen Churchill Direct Lending position peaked at $180K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q4 2024.

Based on JT Stratford LLC's 13F filing for Q4 2024, filed 18 Feb 2025.