MassMutual Private Wealth & Trust’s New Mountain Finance NMFC Stock Holding History

MassMutual Private Wealth & Trust’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
2022 Q4	–	Sell	-118	Closed	-$1K	–	1778
2022 Q3	$1K	Buy	+118	New	+$1.51K	﹤0.01%	1468
2019 Q4	–	Sell	-400	Closed	-$5K	–	858
2019 Q3	$5K	Buy	+400	New	+$5.45K	﹤0.01%	689

Other funds holding NMFC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

MassMutual Private Wealth & Trust's NMFC Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of New Mountain Finance (NMFC) in Q4 2022, closing a stake of 118 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in NMFC in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 159 funds tracked by Wall St. Rank hold NMFC as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining New Mountain Finance position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 118 New Mountain Finance shares in Q4 2022, an estimated $1K.
MassMutual Private Wealth & Trust first reported a position in New Mountain Finance in Q3 2019 and held it in 2 quarters.
MassMutual Private Wealth & Trust's New Mountain Finance position peaked at $5K in Q3 2019.
159 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.