Nisa Investment Advisors
NMFC icon

Nisa Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Nisa Investment Advisors’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
Q4 		– Sell
-10,300
Closed -$133K – 2708
2023
Q3 		$133K Buy
+10,300
New +$131K ﹤0.01% 1421
2014
Q1 		– Sell
-13,500
Closed -$203K – 1333
2013
Q4 		$203K Buy
+13,500
New +$197K ﹤0.01% 1272

Other funds holding NMFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nisa Investment Advisors's NMFC Position: Q4 2023 in Review

Nisa Investment Advisors sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 10,300 shares — an estimated $133K sold.

Nisa Investment Advisors first reported a position in NMFC in Q4 2013 and held it in 2 quarters. The position peaked at $203K in Q4 2013. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

  • Nisa Investment Advisors reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 10,300 New Mountain Finance shares in Q4 2023, an estimated $133K.
  • Nisa Investment Advisors first reported a position in New Mountain Finance in Q4 2013 and held it in 2 quarters.
  • Nisa Investment Advisors's New Mountain Finance position peaked at $203K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.