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Mark Sheptoff Financial Planning’s Saratoga Investment SAR Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-700
Closed -$21K – 480
2021
Q4 		$21K Hold
700
– – 0.01% 251
2021
Q3 		$20K Sell
700
-400
-36% -$11K 0.01% 247
2021
Q2 		$30K Buy
+1,100
New +$28.2K 0.02% 234

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Mark Sheptoff Financial Planning's SAR Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Saratoga Investment (SAR) in Q1 2022, closing a stake of 700 shares — an estimated $21K sold.

Mark Sheptoff Financial Planning first reported a position in SAR in Q2 2021 and held it in 3 quarters. The position peaked at $30K in Q2 2021. 58 funds tracked by Wall St. Rank hold SAR as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Saratoga Investment position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 Saratoga Investment shares in Q1 2022, an estimated $21K.
  • Mark Sheptoff Financial Planning first reported a position in Saratoga Investment in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Saratoga Investment position peaked at $30K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.