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North Star Investment Management’s Saratoga Investment SAR Stock Holding History

North Star Investment Management’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
2020
Q2 		– Sell
-1,100
Closed -$13K – 1024
2020
Q1 		$13K Hold
1,100
– – ﹤0.01% 688
2019
Q4 		$27K Hold
1,100
– – ﹤0.01% 675
2019
Q3 		$27K Buy
+1,100
New +$27.2K ﹤0.01% 665
2019
Q2 		– Sell
-1,100
Closed -$25K – 826
2019
Q1 		$25K Buy
+1,100
New +$24.9K ﹤0.01% 687

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

North Star Investment Management's SAR Position: Q2 2020 in Review

North Star Investment Management sold out of Saratoga Investment (SAR) in Q2 2020, closing a stake of 1,100 shares — an estimated $13K sold.

North Star Investment Management first reported a position in SAR in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 45 funds tracked by Wall St. Rank hold SAR as of Q2 2020.

  • North Star Investment Management reported no remaining Saratoga Investment position as of Q2 2020 after selling out during the quarter.
  • North Star Investment Management sold 1,100 Saratoga Investment shares in Q2 2020, an estimated $13K.
  • North Star Investment Management first reported a position in Saratoga Investment in Q1 2019 and held it in 4 quarters.
  • North Star Investment Management's Saratoga Investment position peaked at $27K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.