Jump Financial’s Saratoga Investment SAR Stock Holding History

Jump Financial’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,857	Closed	-$746K	–	2252
2023 Q4	$746K	Buy	28,857 +16,256	+129%	+$406K	0.02%	857
2023 Q3	$324K	Buy	12,601 +2,401	+24%	+$63.1K	0.01%	1260
2023 Q2	$275K	Buy	+10,200	New	+$262K	0.01%	1349
2022 Q1	–	Sell	-8,800	Closed	-$259K	–	1866
2021 Q4	$259K	Buy	+8,800	New	+$256K	0.02%	962

Other funds holding SAR

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jump Financial's SAR Position: Q1 2024 in Review

Jump Financial sold out of Saratoga Investment (SAR) in Q1 2024, closing a stake of 28,857 shares — an estimated $746K sold.

Jump Financial first reported a position in SAR in Q4 2021 and held it in 4 quarters. The position peaked at $746K in Q4 2023. 61 funds tracked by Wall St. Rank hold SAR as of Q1 2024.

Jump Financial reported no remaining Saratoga Investment position as of Q1 2024 after selling out during the quarter.
Jump Financial sold 28,857 Saratoga Investment shares in Q1 2024, an estimated $746K.
Jump Financial first reported a position in Saratoga Investment in Q4 2021 and held it in 4 quarters.
Jump Financial's Saratoga Investment position peaked at $746K in Q4 2023.
61 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2024.

Based on Jump Financial's 13F filing for Q1 2024, filed 13 May 2024.