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McDonald Partners’s Saratoga Investment SAR Stock Holding History

McDonald Partners’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
2024
Q4 		– Sell
-20,264
Closed -$470K – 245
2024
Q3 		$470K Sell
20,264
-11
-0.1% -$254 0.12% 169
2024
Q2 		$460K Hold
20,275
– – 0.12% 169
2024
Q1 		$470K Hold
20,275
– – 0.13% 172
2023
Q4 		$524K Buy
+20,275
New +$507K 0.16% 158

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

McDonald Partners's SAR Position: Q4 2024 in Review

McDonald Partners sold out of Saratoga Investment (SAR) in Q4 2024, closing a stake of 20,264 shares — an estimated $470K sold.

McDonald Partners first reported a position in SAR in Q4 2023 and held it in 4 quarters. The position peaked at $524K in Q4 2023. 67 funds tracked by Wall St. Rank hold SAR as of Q4 2024.

  • McDonald Partners reported no remaining Saratoga Investment position as of Q4 2024 after selling out during the quarter.
  • McDonald Partners sold 20,264 Saratoga Investment shares in Q4 2024, an estimated $470K.
  • McDonald Partners first reported a position in Saratoga Investment in Q4 2023 and held it in 4 quarters.
  • McDonald Partners's Saratoga Investment position peaked at $524K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2024.

Based on McDonald Partners's 13F filing for Q4 2024, filed 31 Jan 2025.