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Kula Investments’s New Mountain Finance NMFC Stock Holding History

Kula Investments’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
2023
Q1 		$248K Buy
+20,359
New +$256K 0.06% 514

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Kula Investments's NMFC Position: Q1 2023 in Review

Kula Investments opened a new position in New Mountain Finance (NMFC) in Q1 2023: 20,359 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #514 among its holdings.

147 funds tracked by Wall St. Rank hold NMFC as of Q1 2023.

  • Kula Investments held 20,359 shares of New Mountain Finance worth $248K as of Q1 2023.
  • New Mountain Finance was a new Kula Investments position in Q1 2023.
  • New Mountain Finance made up 0.06% of Kula Investments's portfolio in Q1 2023, its #514 holding.
  • 147 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.