National Bank of Canada
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National Bank of Canada’s Saratoga Investment SAR Stock Holding History

National Bank of Canada’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
2022
Q4 		– Sell
-500
Closed -$10K – 2882
2022
Q3 		$10K Hold
500
– – ﹤0.01% 2186
2022
Q2 		$12K Hold
500
– – ﹤0.01% 2219
2022
Q1 		$14K Hold
500
– – ﹤0.01% 2278
2021
Q4 		$15K Buy
+500
New +$14.5K ﹤0.01% 2235

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

National Bank of Canada's SAR Position: Q4 2022 in Review

National Bank of Canada sold out of Saratoga Investment (SAR) in Q4 2022, closing a stake of 500 shares — an estimated $10K sold.

National Bank of Canada first reported a position in SAR in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 52 funds tracked by Wall St. Rank hold SAR as of Q4 2022.

  • National Bank of Canada reported no remaining Saratoga Investment position as of Q4 2022 after selling out during the quarter.
  • National Bank of Canada sold 500 Saratoga Investment shares in Q4 2022, an estimated $10K.
  • National Bank of Canada first reported a position in Saratoga Investment in Q4 2021 and held it in 4 quarters.
  • National Bank of Canada's Saratoga Investment position peaked at $15K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2022.

Based on National Bank of Canada's 13F filing for Q4 2022, filed 24 Jan 2023.