MCC
NMFC icon

Money Concepts Capital’s New Mountain Finance NMFC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,570
Closed -$19.4K – 2031
2022
Q4 		$19.4K Buy
1,570
+1,008
+179% +$12.4K ﹤0.01% 1694
2022
Q3 		$6K Hold
562
– – ﹤0.01% 1177
2022
Q2 		$7K Sell
562
-942
-63% -$12.1K ﹤0.01% 1104
2022
Q1 		$21K Buy
+1,504
New +$20.4K ﹤0.01% 1593

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
VanEck Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Money Concepts Capital's NMFC Position: Q1 2023 in Review

Money Concepts Capital sold out of New Mountain Finance (NMFC) in Q1 2023, closing a stake of 1,570 shares — an estimated $19.4K sold.

Money Concepts Capital first reported a position in NMFC in Q1 2022 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 147 funds tracked by Wall St. Rank hold NMFC as of Q1 2023.

  • Money Concepts Capital reported no remaining New Mountain Finance position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,570 New Mountain Finance shares in Q1 2023, an estimated $19.4K.
  • Money Concepts Capital first reported a position in New Mountain Finance in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's New Mountain Finance position peaked at $21K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.