Lodestar Private Asset Management’s Prospect Capital PSEC Stock Holding History

Lodestar Private Asset Management’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,000	Closed	-$268K	–	219
2024 Q3	$268K	Hold	50,000	–	–	0.03%	191
2024 Q2	$277K	Hold	50,000	–	–	0.04%	183
2024 Q1	$276K	Hold	50,000	–	–	0.04%	182
2023 Q4	$300K	Hold	50,000	–	–	0.05%	166
2023 Q3	$303K	Hold	50,000	–	–	0.05%	152
2023 Q2	$310K	Hold	50,000	–	–	0.05%	158
2023 Q1	$348K	Hold	50,000	–	–	0.06%	146
2022 Q4	$350K	Buy	+50,000	New	+$359K	0.07%	143

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

TJHA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lodestar Private Asset Management's PSEC Position: Q4 2024 in Review

Lodestar Private Asset Management sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 50,000 shares — an estimated $268K sold.

Lodestar Private Asset Management first reported a position in PSEC in Q4 2022 and held it in 8 quarters. The position peaked at $350K in Q4 2022. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

Lodestar Private Asset Management reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
Lodestar Private Asset Management sold 50,000 Prospect Capital shares in Q4 2024, an estimated $268K.
Lodestar Private Asset Management first reported a position in Prospect Capital in Q4 2022 and held it in 8 quarters.
Lodestar Private Asset Management's Prospect Capital position peaked at $350K in Q4 2022.
239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Lodestar Private Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.