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MassMutual Private Wealth & Trust’s Stellus Capital Investment Corp SCM Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-168
Closed -$2K – 1833
2022
Q3 		$2K Buy
+168
New +$2.18K ﹤0.01% 1281

Other funds holding SCM

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of Stellus Capital Investment Corp (SCM) in Q4 2022, closing a stake of 168 shares — an estimated $2K sold.

MassMutual Private Wealth & Trust first reported a position in SCM in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 51 funds tracked by Wall St. Rank hold SCM as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining Stellus Capital Investment Corp position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 168 Stellus Capital Investment Corp shares in Q4 2022, an estimated $2K.
  • MassMutual Private Wealth & Trust first reported a position in Stellus Capital Investment Corp in Q3 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Stellus Capital Investment Corp position peaked at $2K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2022.

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