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Moisand Fitzgerald Tamayo’s New Mountain Finance NMFC Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-135
Closed -$2K – 811
2022
Q2 		$2K Sell
135
-135
-50% -$1.74K ﹤0.01% 427
2022
Q1 		$4K Buy
+270
New +$3.65K ﹤0.01% 294

Other funds holding NMFC

RTS
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NMFC Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of New Mountain Finance (NMFC) in Q3 2022, closing a stake of 135 shares — an estimated $2K sold.

Moisand Fitzgerald Tamayo first reported a position in NMFC in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 148 funds tracked by Wall St. Rank hold NMFC as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining New Mountain Finance position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 135 New Mountain Finance shares in Q3 2022, an estimated $2K.
  • Moisand Fitzgerald Tamayo first reported a position in New Mountain Finance in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's New Mountain Finance position peaked at $4K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.