Lee Financial’s Saratoga Investment SAR Stock Holding History

Lee 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
2022 Q2	–	Sell	-15	Closed	–	–	981
2022 Q1	$0	Hold	15	–	–	﹤0.01%	934
2021 Q4	$0	Buy	+15	New	+$436	﹤0.01%	946

Other funds holding SAR

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

AAM

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

HWAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lee Financial's SAR Position: Q2 2022 in Review

Lee Financial sold out of Saratoga Investment (SAR) in Q2 2022, closing a stake of 15 shares.

Lee Financial first reported a position in SAR in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 54 funds tracked by Wall St. Rank hold SAR as of Q2 2022.

Lee Financial reported no remaining Saratoga Investment position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 15 Saratoga Investment shares in Q2 2022.
Lee Financial first reported a position in Saratoga Investment in Q4 2021 and held it in 2 quarters.
Lee Financial's Saratoga Investment position peaked at $0 in Q1 2022.
54 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.