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MassMutual Private Wealth & Trust’s WhiteHorse Finance WHF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,488
Closed -$17K – 1877
2022
Q3 		$17K Buy
+1,488
New +$20.5K ﹤0.01% 627

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of WhiteHorse Finance (WHF) in Q4 2022, closing a stake of 1,488 shares — an estimated $17K sold.

MassMutual Private Wealth & Trust first reported a position in WHF in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 63 funds tracked by Wall St. Rank hold WHF as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining WhiteHorse Finance position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,488 WhiteHorse Finance shares in Q4 2022, an estimated $17K.
  • MassMutual Private Wealth & Trust first reported a position in WhiteHorse Finance in Q3 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's WhiteHorse Finance position peaked at $17K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2022.

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