Mariner
SAR icon

Mariner’s Saratoga Investment SAR Stock Holding History

Mariner’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
2025
Q1 		– Sell
-13,235
Closed -$317K – 3560
2024
Q4 		$317K Buy
+13,235
New +$321K ﹤0.01% 2580
2024
Q2 		– Sell
-9,124
Closed -$212K – 3270
2024
Q1 		$212K Sell
9,124
-3,096
-25% -$72.8K ﹤0.01% 2723
2023
Q4 		$316K Buy
12,220
+2,674
+28% +$66.8K ﹤0.01% 2288
2023
Q3 		$245K Hold
9,546
– – ﹤0.01% 2335
2023
Q2 		$258K Sell
9,546
-381
-4% -$9.77K ﹤0.01% 2242
2023
Q1 		$251K Buy
9,927
+381
+4% +$10.1K ﹤0.01% 2216
2022
Q4 		$243K Buy
+9,546
New +$228K ﹤0.01% 2205
2020
Q2 		– Sell
-12,314
Closed -$274K – 757
2020
Q1 		$274K Buy
+12,314
New +$283K ﹤0.01% 662

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner's SAR Position: Q1 2025 in Review

Mariner sold out of Saratoga Investment (SAR) in Q1 2025, closing a stake of 13,235 shares — an estimated $317K sold.

Mariner first reported a position in SAR in Q1 2020 and held it in 8 quarters. The position peaked at $317K in Q4 2024. 67 funds tracked by Wall St. Rank hold SAR as of Q1 2025.

  • Mariner reported no remaining Saratoga Investment position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 13,235 Saratoga Investment shares in Q1 2025, an estimated $317K.
  • Mariner first reported a position in Saratoga Investment in Q1 2020 and held it in 8 quarters.
  • Mariner's Saratoga Investment position peaked at $317K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.