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Morton Brown Family Wealth’s New Mountain Finance NMFC Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-2,771
Closed -$35.3K – 271
2023
Q4 		$35.3K Buy
+2,771
New +$35.3K 0.02% 120

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VanEck Associates
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JP Morgan Chase
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morton Brown Family Wealth's NMFC Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of New Mountain Finance (NMFC) in Q1 2024, closing a stake of 2,771 shares — an estimated $35.3K sold.

Morton Brown Family Wealth first reported a position in NMFC in Q4 2023 and held it in 1 quarter. The position peaked at $35.3K in Q4 2023. 176 funds tracked by Wall St. Rank hold NMFC as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining New Mountain Finance position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2,771 New Mountain Finance shares in Q1 2024, an estimated $35.3K.
  • Morton Brown Family Wealth first reported a position in New Mountain Finance in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's New Mountain Finance position peaked at $35.3K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.